View All (63) Articles Filed Under:  Legacy

What Does the Wall Street Journal Teach Us About Joy?–Part II

Nothing, I suspect. Some call the publication the WSJ for short. Many look to it for insightful business reporting. For me, it was a companion on my delayed flight home. And then I saw the headlines. Well, actually, it was William Rempel in the weekend edition (January 13-14, 2018) calling out to  »  Read More

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Make Your Estate Documents a Meaningful Statement to Your Children

Let’s face it. Most people really don’t like estate planning. Even worse, the estate documents that get written are in the cold firsthand of a lawyer. And if the estate is complex, the documents are a hopeless nightmare of legalese. But there’s a better way. Make  »  Read More

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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  »  Read More

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