The Legacy Conversation - the missing gem in wealth planning (2nd edition)

Author: 
Carolyn J. Friend and James M. Weiner
Gleaned from over 30 years of the authors' discussions as psychologists with families, The Legacy Conversation addresses issues with the common practices and systems of wealth planning by highlighting the distinction between "Tangibles" and "Intangibles."
Traditional planning generally focuses on the things we can touch; cherished possessions, property, and money, yet families place a higher value on such things as their guiding principles and beliefs, family traditions -- their Wisdom, the family's true legacy.