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Family legacy planning diagnostic business meeting

Friday, June 8th, 2007

Sarita took careful notes of what occurred at yesterday’s family meeting. I’m not going to walk through all the details. But I think a summary might be helpful. We actually covered a lot of territory. But what has happened in the last 24 hours since the meeting is perhaps the most surprising–shocking–result of all.

Now where will we head? Read the rest of this entry »

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Engaging a Legacy Planner – Do we really want to do this?

Wednesday, February 21st, 2007

So I met with our investment advisor and prospective legacy planner. I just wrote the following letter to these two men. I want them to know “where we’re coming from”:

Dear G___ & S____:

You’ve got to understand that Sarita often takes hours or days to mull things over. Today, it has taken only hours.

I think you need to know what she has said. Obviously, her comments impact me. I’d appreciate hearing your (either or both of your) responses. Read the rest of this entry »

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