A friend shared that he planned to have a conversation very soon with his wife about some of the finer details of their financial situation. He described it as getting a meeting on their calendar. The need for such an appointment came just weeks after several unexpected and sudden family losses. The reminder to keep family members updated about financial information comes to us at the worst times. ...[Read More]
Tips for All-Important Family Conversations
How Aunts and Uncles Teach the Next Generation About Giving
The day started normally. Two generations of family members gathered around a table for the annual meeting, intent on making giving decisions for the small family foundation. While only six of us, we represented many roles. Sisters, husbands, daughters, a niece and me, the outsider in this family system, had a lot of work in front of us and a deadline only a few hours away. The deadline marked the ...[Read More]
How Do You Know If Your Last One-third Has Started?
What if today is the beginning of the last one-third of your life? How will you define success for that last one-third? Generosity or zeroes in the bank? I recently read an article about giving in the last one-third of a lifetime. The writer, Bruce Deboskey, a well-known philanthropy consultant, was talking about donors beyond the age of 65. Of course, I immediately wondered how many of us know wh ...[Read More]
How to Write a Legacy Statement – The Most Important Gift You Will Leave Behind
Tiny stacks of 35-millimeter slides covered the dining room table. One by one I passed them through the slide viewer. The story of my parents’ earliest years together unfolded from Okinawa to North Carolina to Colorado and Texas. Pictures are only part of the story. Several years ago, dad sent me a handwritten letter, more like a long list of notes that wind through place and time. That’s anothe ...[Read More]