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 [...]
Hidden Provisions In The CARES Act The many hidden provisions in The CARES Act help many business owners are looking for ways to move beyond just surviving to thriving. This article first appeared on www.forbes.com. As American businesses start to open back up, many business owners are looking for ways to move beyond just surviving [...]
Grace Relations Every race on the earth will likely relate with other races at some point unless they are extremely isolated. And when our race relations are grace relations—relating to one another with the same grace we have been given—it is a beautiful thing. “From one man he made all the nations, that they should [...]
Giving a Legacy of Freedom Parents long to give their children everything they can to help them succeed in this world. But sometimes it can be too much—the freedom they hoped to give can ensnare them, instead. Giving a legacy of freedom is not as easy as giving an inheritance. True freedom is not something [...]
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. [...]
