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Planned Giving Legacy Post
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Too often when people think about preserving family legacy, they consider two things: preserving financial assets and preparing estate documents that provide for estate tax savings. While those are important elements, they are only true if we determine that family legacy consists only of financial wealth.If we define wealth more broadly to include all forms …
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Leave a legacy. I know I use that term and I’ve seen it used a lot by others as well. But I wonder if it’s something we should shelve and put in the closet.Why do I say that?“Leave a legacy” too often gets linked just with the idea of estate planning. And to be honest, …
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I wanted to collect some wisdom for grandchildren. I’ve got four grandchildren of my own. I did a quick scan and here’s what I came up with:Life doesn’t happen on text. Don’t let technology distract you from real human connection. (Connie Zweig)Become a compassionate role model. (Connie Zweig)Be a lifelong learner. (Terry Arzt)Whatever you do, …
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In working with families, I find that while they are good at the business of getting together as a family, they leave unspoken some of the questions and the stories that are pivotal to the history of the family.In many cases, the family simply needs help to move beyond the surface level conversations. Similarly, there …
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Patsy’s Story https://vimeo.com/1040192582/23380e120e?share=copy
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What is family culture?Webster’s Dictionary defines culture as “the set of shared attitudes, values, goals, and practices that characterizes an institution or organization.”Walter Rodney in his book How Europe Underdeveloped Africa said it this way:“A culture is a total way of life. It embraces what people ate and what they wore; the way they walked …
I’m convinced God’s design for families includes thriving individuals united around a shared identity across multiple generations. That’s family legacy.Here’s how families build a multigenerational legacy:Understand God’s purpose for familyDefine a family identity through shared vision, mission and valuesShape a family culture of celebration and generosityLet’s talk about these phases. Understanding the Purpose of Family Throughout …
If we write a check to a charity, does that make us generous?It seems to me that giving is an act. It can be a transaction. But giving, in and of itself, doesn’t make one generous.Generosity. It’s a way of life–a learned way of life. My wife came to me the other day and reminded …
Are you succeeding at the wrong thing? A healthy legacy involves a mindset shift from the norms of the American Dream.When AJ began his business, he began with little thought to legacy. Mainly, he thought about surviving for the first few years. But eventually he crossed that hurdle, and the business actually reached a point …
In our 5G world, I think we’ve forgotten the impact of a life well lived—or in some cases the life lived poorly.When I’m talking about impact, I’m not talking about merely for today, tomorrow, or even the years to come. I’m talking about generations. Our lives hold the potential to bring enormous good—or negative consequences—for generations.To see this …
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