Archive for the 'legacy' Category
Tuesday, February 23rd, 2010
I’ve written already about some tools to help you tell your story (or stories).
I thought I’d share a bit about how I’m doing with my own story-telling . . . and what I’m doing, specifically, to make my story-telling simply happen.
(It’s not easy! You definitely have to decide you’re going to take the bull by the horns and make him move in the direction you want him to.)
But I think it’s worthwhile. Read the rest of this entry »
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heritage,
inheritance,
memories,
sharing with future generations,
story-telling,
telling your stories Posted in children, family relationships, heritage, kids, legacy, success, values | View Comments
Friday, January 29th, 2010
A homeschooling acquaintance of mine who goes by the online moniker “Prairie Chick” posted a story that inspired me about how to pass on and reinforce family values even among elementary school-age children (let alone older children and adults).
I saw her story on the Sonlight forums. When I asked her permission to share it here, she noted that she had also posted it on one of her blogs, The Prairie Schoolhouse. Read the rest of this entry »
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children,
coat of arms,
family values,
goals,
heraldry,
legacy,
purpose Posted in children, goals, heritage, kids, legacy, purpose, values | View Comments
Thursday, January 7th, 2010
As I prepare for the inevitable, I am realizing how important it is to consolidate my records. I haven’t done this. I have plans . . . for what is to happen with my estate when I die. I have all the paperwork in order. Or so my advisors tell me.
But I haven’t prepared the kinds of records that will enable my survivors easily to tie up whatever loose ends my death will create. And that’s where Read the rest of this entry »
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business owners,
estate planning,
executors,
heritage,
inheritance,
legacy,
small business Posted in business owners, counsel, estate planning, heritage, inheritance, legacy, settling an estate | View Comments
Wednesday, January 6th, 2010
I’ve been writing about some tools that can help you record your personal, family history.

I recently finished Bill Gates, Sr.’s book Showing Up for Life: Thoughts on the Gifts of a Lifetime. It’s not a particularly remarkable book among all the books one might read. But it struck me, as I read it: It is one man’s testament, one man’s summation of “lessons from life,” and it’s a good model of the kind of thing parents might do for their children in terms of memorializing family history, values, purpose, and so forth. Read the rest of this entry »
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aspirations,
Bill Gates Sr,
family history,
heritage,
lessons of life,
life lessons,
memoirs,
purpose,
Showing Up for Life: Thoughts on the Gifts of a Lifetime,
testament,
values Posted in heritage, inheritance, kids, legacy, mentorship, purpose, success, values | View Comments
Friday, November 6th, 2009
I’ve posted the story of a major bequest that came to the brink of becoming worthless–or worse than worthless–to the recipients.
I imagine it’s a cautionary tale that many of us should pay attention to.
Check it out on the Strategic Inheritance forums . . . and join the conversation!
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cautionary tale,
estate gifts gone bad,
estate planning,
gifting,
legacy planning,
tax deductibility,
timing Posted in charity, estate planning, giving, legacy, legacy planning, philanthropy, settling an estate | View Comments
Wednesday, October 28th, 2009
I will confess: I’ve been dragging my feet. Not sure why. But I had to overcome the hurdle.
I have finally “turned on” 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 one generation to another.
Join us, won’t you?
Thanks!
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community,
discussion,
estate planning,
forums,
heritage,
inheritance,
legacy,
legacy planning Posted in estate planning, heritage, inheritance, kids, legacy, legacy planning, news | View Comments
Thursday, September 3rd, 2009
Some questions for evaluating “how you’re doing” in your life and “where you’re headed.” Read the rest of this entry »
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Darrell Dorr,
death,
dying,
fulfillment,
goals,
life,
life inventory,
purpose,
Ralph Winter,
the good life Posted in counsel, goals, heritage, legacy, purpose, questions, success, values | View Comments
Thursday, August 20th, 2009
Is your house big enough? Do you need more room? Will your family be happier in a bigger home?
I think my perspective on this issue was shaped a bit last week by a conversation I had with a few members of an American family that has lived and worked most of the time over the last nine years in the foothills of the Himalayas. Read the rest of this entry »
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children,
kids,
room,
size of family,
size of heart,
size of home,
space Posted in charity, children, giving, kids, legacy, resources, values, wealth | View Comments