How to Nurture and Pass Along Spiritual Capital in Estate Planning By Charlie Douglas Estate planning needs an extreme makeover. I was dumbfounded when I discovered there was no working definition of “estate planning” at such reputable institutions as the American College of Trust and Estate Counsel or the American College of Financial Services. Seriously, no…
By Laura A. Roser Why Martin Luther King Jr. Didn’t Need Gimmicks A friend of mine called me all excited about a new video he posted on YouTube. It featured scenes of humans helping animals. “I’ve tried all kinds of videos,” he said, “but this one got the most views. It’s up over thirty-thousand! When…
A Moment in Time with Alberto Aguilar By JB Pravda Alberto Aguilar’s website statement should be read, heard, felt, and tasted, redolent as it is of Gertrude Stein’s lyrical repetition, one word organically seeming to prompt the next sentence. And, after this thought-provoking fashion, Aguilar delves deeply into the nature of our collective time or shared…
Michael Stuart’s estate planning practice focuses on issues far more meaningful than wills, trusts, and tax planning. By Daniel Slone Michael Stuart is an attorney, but he is quick to argue that his profession has trained its clients too well. “They think that lawyers draft documents, financial planners build wealth, and CPAs deal with taxes. The…
By Laura A. Roser How the U.S. Compares to the Middle East, Latin American, and Asia Business succession expert Kelin E. Gersick has consulted with families from all over the world. “All families have much in common,” he says, “but they vary in important ways.” One way he mentions is the status and attention given…
Yoskay Yamamoto Finds His True Creative Way As a Fine Artist By Meg Oldman Yoskay Yamamoto is the creator of a world of whimsy and tenderness. The hues of blues play artfully with faces, which appear on clay pots, on houses, and even emerging from ocean waves. As Yamamoto describes, his work involves two significant aspects: “My goal as…
By Laura A. Roser How to Preserve the Little Moments that Add up to the Novel of Your Life Growing up, I had a friend who became obsessed with scrapbooking. In high school, I remember going to her house, and she proudly showed me rows of family albums. What memories! She’d pull one from the…
Tim Belber, Founder and Principal of the Alchemia Group, Addresses the Tricky Question of How to Effectively Pass on Wealth Through the Generations. By John Raith W hen Tim Belber graduated from Wharton, he went to work for a life insurance company doing business and estate planning services on the east coast at the age…
By Laura A. Roser Ashley Nelson, SVP Americas at Fossil Group, on the Pursuit of Something More Ashley never thought she’d be the devoted yoga type. She was far too practical. Far too busy. After all, she had a family to care for, an intense travel schedule, and an Then something happened. It was gradual,…
Laura Roser’s Q&A with Carew Papritz About His Multi Award-winning Book, The Legacy Letters LR: What gave you the idea for The Legacy Letters? CP: I was inspired to write The Legacy Letters after an early mid-life crisis (best to have them early!). I needed the opportunity to take my soul out for a long walk. While working…
