We all want to leave a Thriving (and Lasting) Family Legacy…but how do we make that Legacy tangible for our Children and Grandchildren? This month I have asked my Executive Assistant, Denise Pass to share some things she is doing to create a tangible legacy for her family. In addition to her role as my [...]
Will Your Children Still Be Hugging Each Other 6 Months After You Die? Intentional Wisdom Transfer is essential for preparing your heirs for your wealth (so they are well prepared to receive it and to steward it wisely). It is also essential for strengthening the relationships with family members when you are gone. Will [...]
What Will You Receive This Christmas? What will you receive this Christmas? It never fails on Christmas morning. Near the end of the unwrapping of gifts, each one peeks to see if there is possibly one missed lonely gift somewhere underneath a branch of the tree. No one wants to miss a gift. And yet [...]
The word "tradition" evokes fond memories of the movie, Fiddler on the Roof. The main character Tevye (actor Nick Paone), harkened to his family and those around him in the surrounding culture by belting out a loud "Tradition!". This word underscored the dominant theme of the movie—being reliant on tradition and faith in times of [...]
"It was the worst of times . . . it was the best of times." Regularly cited as one of the best novels of all time, the classic novel, "A Tale of Two Cities" by Author Charles Dickens painted a picture of what it was like to live during the French Revolution and the Reign [...]
Deep in every parent's soul is an ache and a deep desire for their children to know God. To not suffer in this world. To be successful. To be happy. But from the moment we are given our precious children, there is a battle for their souls that will have an impact on their ability [...]
Using a Legacy Letter to Preserve Your Life's Lessons for Future Generations Your legacy isn’t just about your assets. Of course, as part of our Life-Centered Planning process, we will help you coordinate with attorneys and tax experts to create an estate plan that will provide for your heirs in accordance with your last wishes. [...]
We've settled into our routines once again in this new year, perhaps made some changes and recalibrated how we will invest the days that God has given. Before the days slip by too quickly, what is it that we had in our hearts to pursue and apply in our lives this year? That thing [...]
The holidays are coming, ready or not. As we scramble to take care of the final details, it can be easy to think of our celebration as a massive to-do list and hope that everything turns out ok. But we don't have to leave our celebrations up to hope alone. We can plan our time and [...]
Hebrews 13:16 (NIV) “And do not forget to do good and to share with others, for with such sacrifices God is pleased.” Walking up to a doorstep on Halloween, a little boy discovered an empty bowl of candy and instinctively put his hands into his own bag to replenish the empty bowl. Sometimes from the [...]
