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Tag Archives | Estate Planning

Planning Like King Tut

One of my clients, on a recent trip to San Francisco, visited the King Tut exhibit. She said it made her wonder whether the ancient Egyptians gave so much attention to the afterlife that they never got around to living their lives. Their culture seemed almost obsessed with preparing for death. Our culture, on the […]

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Even Scrooge Might Like This Way of Giving

Charles Dickens has a scene in A Christmas Carol where two charity workers approach Scrooge on Christmas Eve:           . . . “a few of us are endeavouring to raise a fund to buy the Poor some meat and drink and means of warmth. We choose this time, because it is a time, of all […]

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A Gift More Precious Than Money

Legacy planning is about more than passing on your stuff, it’s also about passing on your soul.  The chances are your heirs will treasure your written or spoken thoughts about life and what special people in your life meant to you as much or more than the possessions or money you might leave them. Kristen  McNamara interviewed me […]

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