<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Strategic Inheritance &#187; legacy planning</title>
	<atom:link href="http://www.strategicinheritance.com/blog/category/legacy-planning/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.strategicinheritance.com/blog</link>
	<description>Maximize Your Legacy</description>
	<lastBuildDate>Fri, 26 Aug 2011 03:33:31 +0000</lastBuildDate>
	<language>en</language>
	<sy:updatePeriod>hourly</sy:updatePeriod>
	<sy:updateFrequency>1</sy:updateFrequency>
	<generator>http://wordpress.org/?v=3.2.1</generator>
<image>
<link>http://www.strategicinheritance.com/blog</link>
<url>http://www.strategicinheritance.com/blog/wp-content/mbp-favicon/favicon.ico</url>
<title>Strategic Inheritance</title>
</image>
		<item>
		<title>Preparing a legacy plan</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/preparing-a-legacy-plan/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/preparing-a-legacy-plan/#comments</comments>
		<pubDate>Wed, 03 Nov 2010 12:34:23 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[children]]></category>
		<category><![CDATA[elder care]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[structures]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=998</guid>
		<description><![CDATA[I thought this was a nice way to summarize a lot of the issues you should think about before talking with an attorney or other legacy planning professional about your legacy plan: Make a List of Your People List those to whom you wish to give because of love. Think through special circumstances that may [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/preparing-a-legacy-plan/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>The three-year rule</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/the-three-year-rule/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/the-three-year-rule/#comments</comments>
		<pubDate>Wed, 03 Nov 2010 00:02:43 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[succession planning]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=995</guid>
		<description><![CDATA[Once you&#8217;ve put your initial estate plan/legacy plan together, you should plan to review it every three years. Indeed, you should condition yourself to think of estate planning as a continuous process. Don&#8217;t believe that? Check out these reasons for review suggested by the development/stewardship officers at Frontiers USA. Anytime there is a change in [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/the-three-year-rule/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Changing your mind</title>
		<link>http://www.strategicinheritance.com/blog/goals/changing-your-mind/</link>
		<comments>http://www.strategicinheritance.com/blog/goals/changing-your-mind/#comments</comments>
		<pubDate>Sat, 06 Mar 2010 17:46:43 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[counsel]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[goals]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[changing your mind]]></category>
		<category><![CDATA[emergency preparedness]]></category>
		<category><![CDATA[metanoia]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=960</guid>
		<description><![CDATA[How do you change the way you think and feel and behave? I&#8217;m not talking about the &#8220;oops!&#8221; kind of mind alteration&#8211;y&#8217;know, the revelatory, slap-your-forehead, &#8220;Oh! Of course! How could I have been so stupid!?!&#8221; mental shift. I&#8217;m talking about knowing what you need to do&#8211;or, even, having a sneaking suspicion that you need to [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/goals/changing-your-mind/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Taking care of your online presence after you die</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/taking-care-of-your-online-presence-after-you-die/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/taking-care-of-your-online-presence-after-you-die/#comments</comments>
		<pubDate>Sun, 27 Dec 2009 01:32:25 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[settling an estate]]></category>
		<category><![CDATA[closing accounts]]></category>
		<category><![CDATA[death]]></category>
		<category><![CDATA[online presence]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=916</guid>
		<description><![CDATA[This isn&#8217;t something I had thought about before, but I just saw an article titled Tools for Managing Your Online Life After Death. What happens to your Hotmail or Gmail account when you die? What about your online photo collections on Picasa or Flickr? Answer: It depends. And some of it depends on you! To [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/taking-care-of-your-online-presence-after-you-die/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Estate gifts &#8220;gone bad&#8221;</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/estate-gifts-gone-bad/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/estate-gifts-gone-bad/#comments</comments>
		<pubDate>Fri, 06 Nov 2009 17:20:27 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[settling an estate]]></category>
		<category><![CDATA[cautionary tale]]></category>
		<category><![CDATA[estate gifts gone bad]]></category>
		<category><![CDATA[gifting]]></category>
		<category><![CDATA[tax deductibility]]></category>
		<category><![CDATA[timing]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=901</guid>
		<description><![CDATA[I&#8217;ve posted the story of a major bequest that came to the brink of becoming worthless&#8211;or worse than worthless&#8211;to the recipients. I imagine it&#8217;s a cautionary tale that many of us should pay attention to. Check it out on the Strategic Inheritance forums . . . and join the conversation!]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/estate-gifts-gone-bad/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>DAFs v. Private Foundations</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/dafs-v-private-foundations/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/dafs-v-private-foundations/#comments</comments>
		<pubDate>Thu, 05 Nov 2009 04:15:11 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[corporate forms]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[structures]]></category>
		<category><![CDATA[anonymity]]></category>
		<category><![CDATA[DAFs]]></category>
		<category><![CDATA[FoundationWise]]></category>
		<category><![CDATA[privacy]]></category>
		<category><![CDATA[private foundations]]></category>
		<category><![CDATA[public foundations]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=892</guid>
		<description><![CDATA[I described the technical differences between donor-advised funds (DAFs) and private foundations back in June of 2007. Frankly, at the time, I saw no compelling reason seriously to consider creating a DAF. Following the FoundationWiseSM conference, however, I&#8217;m seeing more reasons than I did back then to consider this alternative. To recall the few reasons [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/dafs-v-private-foundations/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Training the next generation for generosity</title>
		<link>http://www.strategicinheritance.com/blog/purpose/training-the-next-generation-for-generosity/</link>
		<comments>http://www.strategicinheritance.com/blog/purpose/training-the-next-generation-for-generosity/#comments</comments>
		<pubDate>Wed, 04 Nov 2009 04:13:24 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[family governance]]></category>
		<category><![CDATA[family meeting]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[goals]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[purpose]]></category>
		<category><![CDATA[success]]></category>
		<category><![CDATA[values]]></category>
		<category><![CDATA[generosity]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[training]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=881</guid>
		<description><![CDATA[I had the privilege of attending the first FoundationWiseSM conference at Focus on the Family the week before last. FoundationWiseSM is meant to help people who &#8220;own&#8221; and operate private foundations to do a better job. As I looked at the various workshops available for participants, it seemed to me that there were to primary [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/purpose/training-the-next-generation-for-generosity/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Strategic Inheritance Legacy Lounge forum &#8220;open for business&#8221;</title>
		<link>http://www.strategicinheritance.com/blog/news/strategic-inheritance-legacy-lounge-forum-open-for-business/</link>
		<comments>http://www.strategicinheritance.com/blog/news/strategic-inheritance-legacy-lounge-forum-open-for-business/#comments</comments>
		<pubDate>Thu, 29 Oct 2009 02:08:33 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[estate planning]]></category>
		<category><![CDATA[heritage]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[news]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[discussion]]></category>
		<category><![CDATA[forums]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=875</guid>
		<description><![CDATA[I will confess: I&#8217;ve been dragging my feet. Not sure why. But I had to overcome the hurdle. I have finally &#8220;turned on&#8221; the Strategic Inheritance Legacy Lounge forum and invite you to join what I hope will soon be a freewheeling and inspirational discussion of all things related to passing on a heritage from [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/news/strategic-inheritance-legacy-lounge-forum-open-for-business/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Heirs and charities</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/heirs-and-charities/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/heirs-and-charities/#comments</comments>
		<pubDate>Fri, 25 Sep 2009 22:22:33 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[counsel]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[inheritance]]></category>
		<category><![CDATA[kids]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[bequests]]></category>
		<category><![CDATA[charities]]></category>
		<category><![CDATA[children]]></category>
		<category><![CDATA[donations]]></category>
		<category><![CDATA[donors]]></category>
		<category><![CDATA[heirs]]></category>
		<category><![CDATA[philanthropies]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=817</guid>
		<description><![CDATA[I read an article this morning that reminded me: Most estate- and legacy-planning professionals ignore philanthropic considerations in their basic planning strategies. Alexis Martin Neely, for example, notes, in an article printed in the latest Bottom Line Personal, that single adult parents (widowed or divorced, in particular) need to make allowances in their estate plans [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/heirs-and-charities/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Profits: A working definition</title>
		<link>http://www.strategicinheritance.com/blog/estate-planning/profits-a-working-definition/</link>
		<comments>http://www.strategicinheritance.com/blog/estate-planning/profits-a-working-definition/#comments</comments>
		<pubDate>Thu, 16 Jul 2009 19:04:21 +0000</pubDate>
		<dc:creator>admin</dc:creator>
				<category><![CDATA[charity]]></category>
		<category><![CDATA[estate planning]]></category>
		<category><![CDATA[family relationships]]></category>
		<category><![CDATA[legacy planning]]></category>
		<category><![CDATA[money]]></category>
		<category><![CDATA[taxes]]></category>
		<category><![CDATA[wealth]]></category>
		<category><![CDATA[depreciation]]></category>
		<category><![CDATA[profits]]></category>

		<guid isPermaLink="false">http://www.strategicinheritance.com/blog/?p=767</guid>
		<description><![CDATA[What are profits? I don&#8217;t think most of us really understand the concept very well. In fact, I&#8217;ll include myself in the number who struggle to understand what profits are. To illustrate: When you hear that a company made, say, $8 billion last year, what image comes to your mind? &#8211;For me, I tend to [...]]]></description>
		<wfw:commentRss>http://www.strategicinheritance.com/blog/estate-planning/profits-a-working-definition/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
	</channel>
</rss>

