In How to Write a Multi-generation Family Values Statement – Step One I noted that creating a values statement is no easy task with your adult children and their families. Time is of the...
Most people probably don’t give a whole lot of thought to what they want to happen to their body when they die. First, it isn’t something pleasant to contemplate and second, it won’t be...
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...
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...
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...
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...
Although I basically have an optimistic view of humanities capacity to survive and thrive, there will always be some kind of crisis each generation must suffer and conquer. There are always two sides (at...
Rare people with pensions today are lucky in more ways than one. In my experience, with a pension you are paid a certain amount of money, usually monthly and the pension usually has a...
Most of you have heard over and over again about the importance of setting and pursuing goals. It is practically a national past time on December 31 every year – to set up those...
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...
