Legacy

Giving Tuesday- Leaving a Legacy

2020-04-12T17:46:43+00:00

"You must take care of other people" were words impressed upon Kirk Douglas by his mother at an early age and this commitment to philanthropy has been reflected in his estate planning. Douglas left the bulk of his $80 million estate to the Douglas Foundation, a charity he co-founded nearly 60 years ago. In [...]

Giving Tuesday- Leaving a Legacy2020-04-12T17:46:43+00:00

Giving Tuesday-Ethical Wills

2020-04-13T14:07:41+00:00

How do you leave behind your legacy of values and ethics for future generations? In this Giving Tuesday post, Executrixie highlights the value of leaving an ethical will. Advisers use ethical wills to look beyond client assets Personalized letters to friends and family can help clients resolve personal issues while also explaining their estate [...]

Giving Tuesday-Ethical Wills2020-04-13T14:07:41+00:00

Giving Tuesday- Leaving a Legacy

2020-04-13T14:16:54+00:00

"My photo books on Arizona are my last will and testament to my love for my native state." — Barry Goldwater Barry Goldwater — a five-term Republican senator from Arizona and a presidential candidate in 1964 — was an unabashed lover of the great outdoors, especially of Arizona and its Grand Canyon. Photography was his [...]

Giving Tuesday- Leaving a Legacy2020-04-13T14:16:54+00:00

Giving Tuesday- Family Medical History

2020-04-13T14:54:41+00:00

In today's Giving Tuesday post, sharing family medical history is invaluable information to pass among the generations. I have a confession to make: I am a cold person. From the frigid, gloomy days of February through the sultry, hot days of August, you most likely can find me with a sweater nearby, especially if I [...]

Giving Tuesday- Family Medical History2020-04-13T14:54:41+00:00

Giving Tuesday- In Case of Emergency List

2020-04-13T14:59:53+00:00

Talking about emergencies, sudden illnesses and death won't kill you but most people avoid the difficulty of initiating this conversation with loved ones. In our death- denying society, wouldn't you like to avoid it all together? On the contrary, acknowledging these realities can prepare and protect your family in financial and non-financial ways. In this [...]

Giving Tuesday- In Case of Emergency List2020-04-13T14:59:53+00:00

Let It Be

2018-11-19T15:15:13+00:00

As I navigate around the Triangle area meeting clients, attending networking events and rushing kids to school and activities, it is very likely I am either listening to a podcast or to satellite radio. The Beatles channel on Sirius XM has vastly improved my life on the road.  (Disclaimer: My children disagree strongly as [...]

Let It Be2018-11-19T15:15:13+00:00