At holiday time, our minds naturally turn to family, especially memories of times with loved ones no longer with us. While in this reflective mood, I want to share a

Last week’s Family Legacy Planning email contained a quote that stirred up attention. Statistics show that having regular family dinners actually reduces the risk of kids turning to drugs. This finding

Two weeks ago, our Family Legacy Planning series focused on 20 questions for your Thanksgiving table talk, prompting last week’s email to continue family story telling during holiday meals. The

Thanks for the super feedback from last week’s email about the 20 question “Do You Know?” scale. That email generated the all-time best response in my Family Legacy Planning series.

Here’s a suggestion for the conversation at your Thanksgiving table: use the time to discuss the “Do You Know?” scale. Arming your family with answers to these 20 questions reinforces family

In last week’s email, I shared my views on the importance of philanthropy in estate planning. I described the estate planning process as a menu with a main course, appetizers,

Today, I am honored and humbled to receive the “Outstanding Advisor” award at the National Philanthropy Day celebration by the Fort Worth Metro Chapter of the Association of Fundraising Professionals. November 15th

The last several Family Legacy Planning emails have been on the topic of giving assets to your family. While we’re on the subject of family gifts, here’s a provocative question: “Do

Last week’s Family Legacy Planning email created quite a stir by promoting a “Now & Later” approach to inheritance—give some now while you’re alive and the rest later at your death.

As discussed in the last two Family Legacy Planning emails, families struggle with balancing the amount to leave their kids versus the amount to leave to charity. As you settle

Last week’s Family Legacy Planning email created quite a stir when it raised the question of how much to leave to your kids versus charity. People struggle with finding the

Last week’s Family Legacy Planning email shined a light on philanthropy as glue that can hold a family together, second only to endowed family travel and retreats. When including philanthropy