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Family Meeting: What are we all about?

For me, the highlight of our first family legacy planning meeting came relatively late in the day but just before we hammered out a consensus vision statement.

We had all talked a bit about our top values (both “Most” and “Least”). I don’t know that anyone felt that was particularly revelatory. Interesting. But only mildly so.

What blew me away was the next question we talked about (this was not in the Legacy Planning book): “Define what it means to be a ‘Holzmann.’ What defines you as compared to those around you?”

Whew! Talk about putting you (i.e., the family, all of us) on the spot! What would the kids say? Is there anything that we could agree on that more or less “defines” us as a family? Read the rest of this entry »

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Legacy Planning Questions, Part 2–Personal Values

I don’t intend to copy many more of the questions from the Legacy Planning book. But I understand this question will become key to our planning:

From the following list of values and virtues, mark Read the rest of this entry »

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Legacy Planning: Questions, Part 1–Childhood Reflections

So Sarita and I are working through this legacy planning process.

G____, our advisor, gave us a 20-page booklet full of questions for us to answer. Some are relatively easy. But many are thought-provoking, and some cause me consternation.

I’d like to share some of the questions with you. I hope they inspire you as they have me. . . .

The questionnaire begins with “Childhood Reflections”: Read the rest of this entry »

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