Saturday, November 6, 2010

New York TImes Columnist Paul Sullivan Weighs-in OnThe Importance of Legacy

This past week the New York Times' personal finance columnist, Paul Sullivan,  wrote an excellent column describing the process he and his wife went through in creating a true "legacy plan" for their family that went way beyond a discussion of financial issues.  For over a decade I have been counseling clients on the importance of passing to their heirs their values as well as their assets.  Sullivan's column, which can be read here, confirms the wisdom of that approach

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