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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…
Are you prepared for the rising surge of “stuff giving?”
Earlier this year, the Washington Post (March 27, 2015) called it a seismic shift. The Boomer Generation displayed a penchant for collecting…
The Crazy Plane Ride to Nowhere
“Somewhere between zero and thirty thousand feet, you look out the window, see the people and houses below and you begin to…
The 4 Types of Giving
Did you know there are at least 4 different kinds of giving? When people think about giving, they usually think about giving…
7 Lessons from the Obituaries
I know. I know. I mean who reads the obituaries. I’m still old fashioned. I get a print newspaper delivered to my…
2 Surprising Keys to Preserving your Family Legacy
Too often when people think about preserving family legacy, they consider two things: preserving financial assets and preparing estate documents that provide…
6 Facts for Understanding High Net Worth Giving
A 2014 study by US Trust/Bank of America and the Indiana University Lilly School of business revealed 6 key facts related to…
Don’t Sell or Trade Your Car – Give It!
Are you in the market for a new car? What will you do with your old one? One of the best options…
5 Unusual Christmas Giving Ideas
We are at that time of year where people are hunting for Christmas ideas. The retailers are sure to remind us to…
3 Amazing Thoughts About the Royals World Series Parade
The Kansas City Royals won the World Series. That statement is almost surreal given the 30 year drought and all the bad…