In a 2012 survey conducted by the Allianz Academy of Legacies, Baby Boomers were asked to rank their priorities when it comes to passing down an inheritance.This demographic ranked passing down family history and stories as far more important than … Continue reading
May 5, 2016
by Janet Holt
I don’t need advertisers to remind me of Mother’s Day. It’s a holiday I could never forget. It was the last day I would get to spend with my mother.
Two years ago I lost a friend and colleague. Virginia’s death was sudden, without warning. She had been feeling great and we were making plans to move to a wonderful new office location. We looked at the space on Friday … Continue reading