Sign up for our newsletter to receive fresh insights that will provide you with direction to live a more joyous & generous life...

The Single Worst Question to Ask in Family Legacy—Part I

There’s one question that’s a killer when it comes to preserving family legacy. I’m not going to delay it. I’ll get right to it. It goes like this:
Why can’t you be like me?
This single » 

Category: Legacy Continue »

Do You Really Want to Leave That Legacy Property to Your Children?

Ah, the family lake house—such an enjoyable place. Fond memories, summer evenings, fish fries: The photos on the wall tell such a warm and pleasant story. But will that story continue after you are gone? Who gets to use it, and when? Why does Susie get to use it more than Joanie? And if there are » 

Category: Legacy Continue »

Does My Spouse Know Whom to Talk to When I’m Gone?

When Steve died, the family was shocked in more ways than one. His untimely death from heart attack just wasn’t in the cards. But his youngest son was surprised to find out that he was the trustee and placed in the unenviable position of dictating his father’s wishes to his older » 

Category: Legacy Continue »