Archive for 'Priceless gift for your family.'

Legacy Planning in the Digital Age

In January 2003, as he approached his 60th birthday, Robert De Niro toldEsquire magazine that there was one thing more than any other that he regretted:

I always wanted to chronicle the family history with my mother. She was always interested in that. I wanted some researchers I’d worked with to talk to my mother, but my mother was a little antsy about it. I know she would’ve gotten into it . . . But I wasn’t forceful, and I didn’t make ...

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Happy Saint Pat’s

There’s an old saying “There are two kinds of people – the Irish and those who wish they were.

At our home this time of year, we celebrate David’s Irish heritage – there’s nothing like Irish music to warm your heart. My heritage is more “reserved” perhaps. I’m Swedish and will be going to Stockholm for a lovely family visit in June – but I’ll tell you about that another day.

We ...

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What would she think?

She would have been 100 years old on May 4th. Cheerful, warm and always gracious, she was well-loved by everyone who knew her. She died too young, at 81. There are things I wished I had asked her about her life and about our family as we were growing up.

Active in the United Nations’ early years, I wonder if she had any idea of how it would be tested in our current world. I wonder what she’d think of politics ...

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A Different Kind of Deposit

April is tax time – a good time to focus on our earnings and where we’ve deposited them for the best results – a retirement account, a vacation home, contributing to a non-profit or a grandchild’s education. All positive investments, but how about a different kind of deposit into a different kind of bank?

A quote from Chuck Swindoll, “Each day of our lives we make deposits in the memory banks of our children” caught my attention recently. This kind of ...

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Words of wisdom from a surprising place.

Did you know that neuroscience is uncovering ways to understand family dynamics?  Perhaps you’ve puzzled about a family meeting that went sideways or a family member who became upset for no “reason.”

JoAnne-Norton-3The clues may be found in neuroscience according to my colleague Dr. Joanne Norton, who specializes in consulting for family businesses. Over lunch recently, she shared with me some neuroscience studies that are helping business leaders understand how their ...

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“You” are the best gift

In the blink of an eye, the gift giving season will be upon us. I’ve noticed and you probably have too, the gifts that bring the longest lasting joy aren’t those requiring batteries or fancy wrapping.

They are family trips, holiday get-togethers, visits with loved ones.  But it’s the pictures of them that create the long lasting impact. It seems to me in this digital age where kids, parents, and grandparents text and tweet rather than sit and talk, we may ...

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Where will your family find your legacy?

How-will-find-1Less than twenty years ago, surviving family members could find everything to do with a deceased’s estate simply by going to the bank and the attorney. They might have even found a little hidden treasure under the bed.

I know when my cousin was cleaning out her mother’s home she found a treasured piece of family jewelry pinned into the pocket of an old bathrobe.

But times have changed and things aren’t ...

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The two most important words – “new” and “you”


fingers-lJanuary 15, 2013

Starting a new company is both exciting and a bit scary. More than three decades helping people manage wealth made it clear to me that what they want most is to pass their values and visions to the next generation.

This was true for me and I began a search for a company to help me capture what I wanted to say ...

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A Love Story to Your Family

February 13, 2013

You’re unpacking a box of your dad’s belongings and come across a letter addressed to you.  Just holding it in your hands, now that he’s gone, brings tears to your eyes.

It expresses your dad’s hopes, experiences, love and forgiveness. It speaks to you directly and touches your heart. His words let you know that he understood what was going on in your life even though you never actually talked about it. Fact is, you were both busy and ...

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Capture your values and visions

Capture your values and visions

“Personal wealth may change due to the markets, taxes and the economy, but family values and personal histories can be preserved for the next generations.” says Victoria Collins, Ph.D, CFP®, Founder and CEO  of Your Legacy Project.

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