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	<title>Strategic Inheritance &#187; advisors</title>
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	<description>Maximize Your Legacy</description>
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		<title>The need for philanthropic peer counsel and mastermind groups</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/the-need-for-philanthropic-peer-counsel-and-mastermind-groups/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/the-need-for-philanthropic-peer-counsel-and-mastermind-groups/#comments</comments>
		<pubDate>Tue, 13 Oct 2009 15:40:05 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[advisors]]></category>
		<category><![CDATA[counsel]]></category>
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		<category><![CDATA[peer counseling]]></category>
		<category><![CDATA[philanthropic mastermind groups]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[stages in giving]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=853</guid>
		<description><![CDATA[A couple of weeks ago I received a phone call from a Generous Giving consultant. I was invited to join a group of 11 men who were going to visit the founder of a $2 billion company to talk about his and our philosophies and practices of giving . . . and of transferring our [...]]]></description>
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		<title>Investment Policy Statement, Part II</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-ii/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-ii/#comments</comments>
		<pubDate>Tue, 17 Mar 2009 23:23:10 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[advisors]]></category>
		<category><![CDATA[counsel]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[money]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[professional services]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=632</guid>
		<description><![CDATA[Yesterday I posted a proposed draft copy of an IPS (Investment Policy Statement) our legacy planners gave me. I said I didn’t feel comfortable signing the document without further input . . . from our investment advisor himself and, perhaps, one or two other similar advisors. Today I thought I would share some of the [...]]]></description>
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		<title>Investment Policy Statement, Part I</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-i/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/investment-policy-statement-part-i/#comments</comments>
		<pubDate>Tue, 17 Mar 2009 04:50:39 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[advisors]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[professional services]]></category>
		<category><![CDATA[wealth]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=599</guid>
		<description><![CDATA[Our legacy planners have urged us to create an Investment Policy Statement (IPS) that would enable outside onlookers (like my wife and me and/or our legacy planners, for instance) to say, &#8220;Yes, [our investment advisor] is living up to the requirements of our IPS. He or she is investing according to policy.&#8221; Or, &#8220;No. He [...]]]></description>
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		<title>Live and learn: More questions to ask your advisors</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/live-and-learn-more-questions-to-ask-your-advisors/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/live-and-learn-more-questions-to-ask-your-advisors/#comments</comments>
		<pubDate>Fri, 20 Feb 2009 19:05:29 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[advisors]]></category>
		<category><![CDATA[counsel]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[questions]]></category>
		<category><![CDATA[alternatives]]></category>
		<category><![CDATA[objectives]]></category>
		<category><![CDATA[risks]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=549</guid>
		<description><![CDATA[I wrote a couple of days ago about how advisors can skew your perspective. In the content of my post, I tried to make clear that I don&#8217;t believe any of our advisors have deliberately attempted to distort our views. But I do believe they have failed, in different ways, to call our attention to [...]]]></description>
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