Category: keeping it

Getting Consensus on Pulling the Plug

If you are the person charged with handling your loved one’s estate after their death or incapacity, you very well may also be on the short list to make life or death medical decisions...

Look Who Left a Legacy

My Aunt recently sent me a beautiful email full of superb pictures – each with a message at the bottom. Throughout the series of pictures, the message remained the same. When it is our...

Building Memories on a Budget

Dyed in the wool finance experts may scorn the expenditure of money on building memories. After all, they claim, isn’t it better to put that vacation money into your retirement savings – so that...

The Help Aging Parent’s Want

You hear a lot about how adult children are wanting (or having) to help out their aging parents. You don’t really hear much about the help that those aging parents really want. I’m a...

What is Leadership?

According to Mark Haynes Daniell and Sara Hamilton, in Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times (Wiley Finance), every family needs a leader – maybe several. Without a family leader...