This post is coming to you on the Jewish New Year, Rosh Hashonah, marking the start of the year 5783 in the Hebrew calendar. A central theme during these Holy

As part of the segment I’m doing on Business Succession Planning, I want to share planning tips I recently presented at Bank of America’s Business Owner Conference. It was easy

As part of the Business Succession segment in our Family Legacy Planning series, I want to pay tribute to a family business matriarch who died last week, Queen Elizabeth. Yes, Queen

In last week’s post, we shined a spotlight on the complicated relationship between the family business and the business founder. I frequently describe Business Succession Planning as “the most neglected

One of the toughest challenges in estate planning is to plan for the transition of a business when the founder is gone. There are so many business and financial, as

My daughter Lizzy has become our family’s historian, taking the lead on photographing the moments of our lives. When anyone objects, she admonishes: “If you don’t document, it didn’t happen.” Lizzy

I revealed last week that I’ve embarked on a video project to document the history of my mother Elsie, and through her, my ancestors. Today, I’ll share more about the process

Every family has a story. Those stories make your family unique. As psychologist Marshall Duke explains, “Ordinary families can be special because they each have a history no other family has.”

In last week’s post, I shared a few samples of the high-octane reaction to the topic of sibling strife over unequal inheritances. I brought home the point that such warfare is

My Sibling Warfare post on June 28th, together with last week’s post on unequal inheritances, have really struck a nerve. Not surprisingly, many families are struggling with sibling conflict. The feedback

My post 3 weeks ago on “sibling warfare” generated a hot reaction and a request for me to dive deeper into that topic. I’ll start that today by addressing a

Our recent Family Legacy Planning posts have stressed the importance of relationships and social interaction in improving the quality and quantity of our lives. Developing that theme further, I think