The Last Important Gift to Give Your Family

As hard as it is for all of us to plan for our deaths, doing so is one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory you leave...
How to Protect Family Heirlooms From a Family Feud

How to Protect Family Heirlooms From a Family Feud

The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over a silver tea...

Debunking 4 Common Myths About Gift Taxes

April 15 is not only the traditional deadline for filing your state and federal income tax returns, but also the deadline for filing gift tax returns via IRS Form 709. Many people are confused about the subject of gift taxes. Here are some common myths and the actual...
Generational Wisdom in 32 Questions

Generational Wisdom in 32 Questions

What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the right questions. Brendon Burchard, famed personal development trainer and author of The Motivation Manifesto (Carlsbad, Hay House, 2014) says asking your mother,...

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family...

How to Continue Your Family Values for Generations

Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And whether or not we have children, our history and stories can be a unique and irreplaceable gift to our families. With just a little effort, we can preserve our family...

Writing Your Life Story

How often do you wish you knew more about your family? When we’re young, we don’t necessarily pay attention to the stories our elders tell us. Later in life, we often become interested in knowing who and where we come from. We want to learn more about what makes us...

Your Memorial Should Be More Than Just Money

One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones.  We hear so many stories of family members who keep...