Values
Why I Think Everyone Should Have a Foundation
Most think foundations are for rich people, but I really do believe that foundations are for everyone.
The Impact of Stating Your Family’s Values
I often wonder what it would be like if more families had a defined set of family values. How would that positively…
One Good Thing During COVID-19
Is there anything good about the COVID-19 pandemic? In the midst of real tragedy and the constant news stream, I see an…
Are You a Person of Resilience?
How do you handle sudden change or great difficulty? Your level of resilience will determine how you come through trying circumstances.
Choose Your Donor Advised Fund With Caution
“Not all donor advised funds are created equal,” writes Iain Bernhoft in Philanthropy Daily. DAFs are popular, but donors need to know…
Prepare Your Family to Receive Assets
I’ve heard it said many times now and in various ways, but the principle is the same: we should prepare our families…
How to Teach Generosity to Your Children
Every parent is in the business of transferring values to their children, whether they’ve thought a lot about it or not. Children…
The Legacy Mindset: How Do You View What You Have?
Legacy is a mindset. But what “legacy mindset” must you have in order to succeed? When AJ began his business, he began…
One Simple Key to Passing on Your Family Vision
Families with a multi-generational vision know that it takes buy-in from the members of the family “team.” Generation 1 may have dreamed…
How to Build the 100-Year Family
Steelcase, the office furniture maker based in Michigan turned 100 years old recently. The feat of surviving 100 years in this age…
The Failed Bloom of the Astors
Flowers only last for a season. Such was the case of the Astor family. John Jacob Astor was born in 1763 in…
How Much Should You Give to 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…
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