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Measuring the Success of Your Family
For 2023, consider making some adjustments for your family. I often say that one of the simple ways to measure the success…
Start with Your Family Stories
Building great family culture starts with stories. Brad Grey of Walking the Text teaches a simple truth: in Jewish families, from birth…
Think Different About Generosity
Think Different—it was an award winning TV commercial by Steve Jobs. It was part of the launch of the Apple revolution in…
5 Powerful Planning Lessons from Death
After a difficult fight with leukemia, my mother-in-law, Sue Replogle, recently passed away. She lived a great life of faith and service….
Rethinking the Cost of Giving
Have you ever thought about the cost of giving? What do I mean–the cost of giving? At a practical personal level, in…
2 Days to Live
The book of Matthew (26.2) records Jesus: “You know that after two days the Passover is coming, and the Son of Man…
10 Great Discussion Questions about Sharing, Saving & Spending
Do you engage your family in discussions about money? Specifically, topics like giving, saving and spending? It’s surprising how many families don’t…
The Coming Nonprofit Leadership Void
In December 2016, the Slingshot Group published a whitepaper called Who’s Leading Next? The paper addresses the fact that in the nonprofit…
How Much Should You Leave Your Children?
It’s the most common question I get in estate planning: How much should I leave to my children? The answer to that…
Will Your Advisors Outlive You?
I’ve seen many clients make great choices for lawyers and financial advisors to administer their estate and their finances. But in some…
What Do I Do with My Estate If I Don’t Have Children
Some families choose not to have children. Some families are prevented from having children—whether because of infertility or otherwise. Or of course,…