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.

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

Carolyn J. Friend & James M. Weiner

Adler & Forest Media

The Legacy Conversation: The Missing Gem in Wealth Planning provides a much-needed guide to opening conversations within families regarding both tangible and intangible legacies. It weaves personal stories and practical tips on wealth managment and encourages proactive dialogue among family members.

The Legacy Conversation: The Missing Gem in Wealth Planning

Business & Money

Finance

MavenMark Books, LLC

See the best price to sell, buy, or rent books by Carolyn J. Friend & James M. Weiner. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Carolyn J. Friend & James M. Weiner

See the best price to sell, buy, or rent books by Carolyn J. Friend & James M. Weiner. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

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

The Legacy Conversation: The Missing Gem in Wealth Planning