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Surprising Facts About the Charitable Bequests of the Wealthy

What are the habits of the wealthy when it comes to leaving money by way of their estate?
A recent article in Give & Take (September 2017) noted the most recent IRS information on charitable gifts made through estates:
Thirty percent of women » 

Category: Legacy Continue »

The Rise of the Great-Grandparent Generation

Many of us never knew our great-grandparents. But that’s changing. As Americans are living longer and are healthier than in previous generations, demographers are now saying that future generations are likely to have at least one living great-grandparent. Kenneth Wachter, the Chairman of the » 

Category: Family Continue »

Sue, Storykeepers, and Us

March 1st was a big day. It’s the day I asked my wife, Brooke, to marry me. It’s also the day that we lost her mother. Brooke’s mom (Sue) was a kind and wonderful mother. She was also a super grandmother. She had worked as an OB/GYN nurse and was present at the hospital for the » 

Category: Legacy Continue »