Archive for 'Tell your personal life story.'

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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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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“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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How Do You Live Your Values

Victoria Collins. PhilanthropistBusiness leader and philanthropist Victoria Collins, co-founder of wealth management firm First Foundation, Inc., in Irvine CA, was recognized with the Business Journal’s “Women in Business Award” in 1997 and was keynote speaker for the event in 2001.

As a younger woman, challenging times led her to recognize the importance of educating women about finances, how to succeed in a business environment, and how to move beyond unhealthy relationships ...

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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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Tale of two grandmothers

Kerry-Burnight-2Guest Post – Kerry Burnight

When giving talks on how to live a full, meaningful life, UC Irvine gerontologist Kerry Burnight often invokes the memory of her two grandmothers. One was a self-centered woman who complained constantly about her health, her various discomforts and her declining appearance. “She was tough to visit,” Burnight recalls.

The other grandmother, she says, was just the opposite: “She was interesting, funny and lovely. And she ...

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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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Your “Legacy Project”

Your “Legacy Project”

As a boutique personal documentary production company, we capture the values and visions of individuals, family businesses and foundations.

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