By Laura A. Roser Early this year, I had the pleasure of interviewing a variety of business leaders. But I wasn’t interested in learning how they succeed in business. Instead, I asked them about how they find meaning, what kind of a difference they are making in the world, and what they would like their impact…

By Stacy Derby Take Control. Ensure your heirs know your personal story. Don’t let others define your legacy. It Wasn’t Always This Easy. Younger generations didn’t witness the struggle and the sacrifice. Enlighten your heirs. Navigate Wealth Transfer. Engage in meaningful communication to avoid the high attrition rates of generational wealth. Family Business Succession. A corporate history can inform and…

By Laura A. Roser Join Me in Mapping Out Your Life Last year my fiancé and I began planning our legacy together. A part of the process is thinking about important memories. But my fiancé, like many people, had never spent much time thinking about turning points in his life. It took a process of discovery…

By C. Michelle Bryan, Federal Protective Service (FPS) Director for Resource Management When we think of leaving a legacy, we are often drawn to thoughts of the tangible, such as homes, precious mementos valued because of the rich history, or money and investments in hopes of ensuring financial stability. While all those things are incredibly…

By Tom Deans, Ph.D. Time: Deciding to hold a family meeting to discuss and design a transparent estate plan with close family members could consume an entire morning of your life – that’s three hours of your life that you will never get back. Play a round of golf instead. Over-rated: Family meetings are over-rated especially when attended…

By Laura A. Roser How to Extract Your Life Lessons One story, told right, could decide the fate of your children, grandchildren, and even great-grandchildren. Think about it, that one story about how you started your business could be the thing that unifies your family and makes them want to dedicate their lives to your vision….

By Arielle Nobile Focusing on Connections in Family Documentary Films I’m a strange bird in many ways, but one such way is that I started thinking about and imagining my grandchildren when I was 8 years old. (I also had a list of names for the 26 children I would one day have, but that’s a…

By Dolly Garlo Health New issues arise even among the healthiest adults. Attending to weight, fitness, nutrition, hormonal balance, emotional concerns, and medical and dental issues paves the way for more active living. This is the best place to start. Finances and Estate A good salary is great, but more important is what you keep and…

By Dolly Garlo “Tell me, what is it you plan to do with your one wild and precious life?” —Mary Oliver, from her poem “The Summer Day” Most people take more time to plan a vacation than to invest and engage in consciously planning life – the life that will eventually lead to the legacy they…

By Melissa Mitchell-Blitch A Simple Tool to Help Families Thrive I was recently asked by our local community foundation to speak at their upcoming meeting for advisors. My talk would follow a tax law update and precede a generous time for Q&A. That would leave 15 minutes for me to talk about family dynamics in wealth. Families…

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