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  • The importance of intangibles
    So often when an estate plan is drafted, you sit down with your lawyer or financial advisor and focus on the tangibles – your investments, cash, jewelry, or other special items you plan to pass on.It’s all too easy to forget just how importance the INTANGIBLES are. So what are the intangibles and why do they matter? What makes for a great legacy? When you share
  • Sharing your unique wisdom
    Ever felt that journaling your life experiences / thoughts / observations / ideas / hopes / regrets / jokes / anecdotes / recipes etc is just a pleasant way to pass the hours of the day? Perhaps at a way to give your family members a way to remember you, should they choose to do so?Well, think again.Leaving a legacy can also serve a hugely HELPFUL
  • Sharing Family Stories
    At the dinner table last night, the subject of story-telling came up. Now, for context, this conversation with my two teenage children was taking place at the tail-end of extended school holidays (Melbourne = Lockdown Town!) , during which they have enjoyed a LOT of doing NOT MUCH AT ALL – and the accompanying mental freedom to reflect, be bored (of course!), be curious, and mind-wander.
  • Finding your unique brand of gold
    I was talking with a prospective client today whose life has been varied and vibrant. She was bemoaning her inability to string two words together to compile some of her experiences which she would dearly love to do for the benefit of her beloved grand and eventually great-grandchildren.‘I get stuck in my own thought patterns,’ she remarked. ‘This makes it near impossible for me to be
  • What does it mean to leave a legacy behind?
    My vision is for a world where every person’s story and life experience is valued, as a critical link in the chain of human experience. I want a world where no one departs it, without having captured, and appropriately shared their personal legacy statement. Central to this vision is my belief that intergenerational learning and improvement DEPENDS on VISIONARY elders, who possess the foresight to create
  • “What do you regret when you look back on your life?”
    Hello everyone! I stumbled across this interesting article and thought you might appreciate reading it too. It’s about a research project, initiated by Karl Pillemer, Professor of Human Development at Cornell University, and founder and director of the Cornell Institute for Translational Research on Ageing. Prof Pillemer carried out interviews with hundres of older people with the intent to identify what they most regretted in life.
  • Acting on your best intentions
    If I had a dollar for every time I’ve heard of the best intentions of either a BABY BOOMER of A BABY BOOMER’S PARENTS to capture their legacy in some written format, I’d be up there on Bill Gates’ payscale! If I had 2 dollars for those I’ve encountered who flip-flop with this idea for an age, before giving up in ‘where do I start despair’,
  • The influence of Grandparents
    Dr. Karl Pillemer of Cornell University writes, “Research shows that as many as 9 out of 10 adult grandchildren feel their GRANDPARENTS influenced their values and behaviors. Grandparents transmit to their grandchildren the values and norms of social order.” Top 5 Things people want to know about their grandparents: (according to Anscestry.com)1. Stories of when they were young (72%)2. Childhood memories (62%)3. Where your family came
  • It’s never too late
    Let’s be honest; death is a pretty daunting prospect, which not many of us like to dwell on. But, like it or not, at some point we’ve all got to face up to the inevitable. Of course, there are the practical things to think about such as writing a will, making sure you’ve got suitable life insurance and even considering what kind of funeral service you’d
  • The Queen’s Legacy
    I hope, you’ve all had a wonderful long weekend!On the occasion of the Queen’s Birthday, I’ve been reflecting on your overwhelming sense (at least according to last Friday’s ‘Legacy Design for Seniors Blitz Poll’), that it is HOW we live our life, rather than our ‘achievements’ per se which will have the greatest impact on others once we’re gone.I’ve been wondering whether Queen Elizabeth II, despite