Give Money with Meaning: The Legacy of Charity
It may seem counterintuitive to tell people that preserving wealth across generations requires teaching heirs…
SFSAugust 28, 2025
Raising Financially Savvy Heirs
More than once, I’ve heard parents express hesitation about discussing their finances with their adult…
SFSJune 26, 2025
What About Your Digital Legacy?
Living in the digital world pushes us to rely more heavily on technology than we…
SFSSeptember 1, 2024
You and Your Money – Living Your Dream
The theme for this year's Money Matters conference was "You and Your Money – Living…
SFSMay 1, 2023
Encore! Encore!
Leaving a legacy is wonderful, but have you considered living a legacy? Up to this point…
SFSAugust 26, 2014