Posts Tagged ‘Legacy Process’
Generational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and tangible values of family, personal capabilities, education, values, faith and gifts to…
Read MoreGenerational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and tangible values of family, personal capabilities, education, values, faith and gifts to…
Read MoreEstate Planning: The Art of Bonsai Symbolizes Our Approach to Legacy
The art of bonsai is a valued treasure that is handed down through generations. Some trees can live from 600 to 800 years or more. The Asian elite has embraced this art to help guide the soul and train the mind. There is no real completion time or end. As the tree grows and changes,…
Read MoreEstate Planning: The Art of Bonsai Symbolizes Our Approach to Legacy
The art of bonsai is a valued treasure that is handed down through generations. Some trees can live from 600 to 800 years or more. The Asian elite has embraced this art to help guide the soul and train the mind. There is no real completion time or end. As the tree grows and changes,…
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