Category: keeping it

Make a New Legacy

The Merriam-Webster online dictionary defines legacy as: “something transmitted by or received from an ancestor or predecessor or from the past” You have a legacy, whether or not you know what it is. Perhaps it...

DJ Builds a Business

“Read us a story Mama!”, cried the 5 little black lab puppies curled up together in a ball for bedtime. Sasha, their Mother, sighed. She was tired, but he knew how important bedtime stories...

Keeping the Extended Family Connected

How is it that some families manage to hang together – for several generations – when others fly apart as soon as the kids are grown? Is there a special ingredient, some magic that...

Family Culture Factors Affecting Long Term Wealth

Family culture encompasses your family’s history, traditions, values, views, habits, goals, communication methods, and experiences. Your culture can affect whether or not future generations will have access to the wealth you are now building...

Executor Timeline

Your loved one has died and you are responsible for settling the deceased’s estate. There is nothing easy about that. You are responsible for making sure that your loved ones affairs are handled appropriately...

Review of: Family Fortunes

Family fortunes:  How to Build Family Wealth and Hold on to It for 100 Years by Bill and Will Bonner copyright 2012, published by John Wiley and Sons Inc, Hoboken, New Jersey   Summary:...

Avoiding the High Cost of Senior Divorces

Many things change as we mature, including our relationships. You and your spouse may have shared years together, raising family, building your nest egg, and sharing experiences – some good, some bad.  You have...

Becoming a Family of Wealth

Carnegie, Rockefeller, Astor, Vanderbilt and Rothschild are all names of families with wealth – wealth held across many generations. Just hearing the names causes pictures of polished silver, wood paneling and yachts to form...