Monthly Archives: April 2013

Estate Planning Lessons from Downton Abbey

A recent article from The Wall Street Journal offered “Money Lessons from Downton Abbey.”  The popular British drama that takes place in the early 20th century recently ended its third season, but more important than providing entertainment, it can apparently … Continue reading

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Study Says Stories are Most Valued Inheritance

In a 2012 survey by the Allianz Life Insurance Company of North America, it was determined that family stories are more important to many than material inheritance. The American Legacies Pulse Study surveyed baby boomers (age 47-66) and elders (72+) … Continue reading

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