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Planned Giving Legacy Post
When Steve died, the family was shocked in more ways than one. His untimely death from heart attack just wasn’t in the cards. But his youngest son was surprised to find out that he was the trustee and placed in the unenviable position of dictating his father’s wishes to his older siblings.Worse still, his mother …
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I used to think of legacy as something we left behind. But not any more.Empty headingI think of legacy as what we put in motion through our lives.Codi Shewan writes in Everyday Legacy, “I resolved that I didn’t want just to leave my legacy behind when I died. I wanted to live my legacy every day.”Notably, Shewan …
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I’m not sure if you’ve ever caught the movie Avalon.It’s a 1990 Barry Levinson film that was nominated for four Academy Awards and three Golden Globe Awards. Why all the acclaim?The movie tells the story of Sam Krichinsky, a Polish Jewish immigrant, who arrives in the United States full of hope for his future. When …
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Do you have a succession plan for your business? Surveys of business owners have found that many have yet to make any concrete plans for transitioning leadership and exiting the business.
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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, …