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unHeritage – 11 Pitfalls to Family Legacy and How to Avoid Them

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“unHeritage is definitely the lighthouse for protecting your family and wealth for generations. This book is a must read for anyone interested in legacy planning.” Enzo Calamo

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Center for Family Conversations

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The Center for Family Conversations (CFC) is a resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

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THE TYCOON PLAYBOOK – How Business Empires Are Built

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The Tycoon Playbook course was created for business families who are already running a successful business and wish to ramp up their growth while preserving wealth for future generations. Specifically, the Playbook teaches high performance business owners the two most highly rewarded skills in business, namely deal-making and how to acquire cash flow producing business assets.

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CNN Financial News

The shotgun silencer: Not really silentThis is the thing about gun silencers: They're not really silent. [...]

Here are the drivers of future economic growthThe American economy is reinventing itself. [...]

What Super Bowl? The Ad Bowl has already begunThe Super Bowl is Sunday evening, but the Ad Bowl is already underway. [...]

2.1 million cars recalled for crash sensorsThe National Highway Traffic Safety Administration announced on Saturday the recall of over 2 millio [...]

In football they trust: Polynesians' pipeline to the American dreamThere are only about 300,000 Samoans and Tongans in America but their impact in one of the most Amer [...]

Who actually benefits from Obama's 'Middle Class Economics'President Obama says he's all about the middle class. [...]

Shake Shack workers get in on IPO richesIt's not just investors that made out like bandits Friday as Shake Shack ended its first day of [...]

Radio host Michael Medved says he has throat cancerPopular conservative radio host Michael Medved has stage three throat cancer, and is taking a leave [...]

Taxing the rich: The record under ObamaNew year. Old strategy. [...]

Super Bowl tickets are most expensive everRead full story for latest details. [...]

Seahawks' Paul Allen is the NFL's richest team ownerRead full story for latest details. [...]

January was a terrible month for stocksInvestors probably probably wished they had hibernated this January. It's turning out that it w [...]

 

CNN Small Business News

Is this the Super Bowl's next GoDaddy?Wix is advertising in the Super Bowl -- but it's just the latest tech unknown to make its debut [...]

Shark Tank contestant may save SkyMallOne of the in-flight catalog's vendors wants to buy the company's assets and reinvent it f [...]

How to skip the pre-blizzard frenzy in storesRead full story for latest details. [...]

Hashtag #money. The business of the pound signFirst introduced in 2007 as way of sifting through Twitter's newsfeed, the hashtag has since sp [...]

Hershey lawsuit angers fans of British chocolate in U.S.Hershey has forced an importer to stop selling proper British chocolates in the United States, anger [...]

Blue collar entrepreneursThese five entrepreneurs took their blue collar experience and parlayed it into entrepreneurial vent [...]

Gaza accelerator gets support from Silicon ValleyRead full story for latest details. [...]

Self-service beer taps coming your wayHate waiting for a cold beer refill? Startup PourMyBeer has a solution -- self-service beer walls an [...]

Uncle Si's Iced Tea maker sues Duck CommanderChinook USA blames 'Duck Dynasty' family for its bankruptcy filing. [...]

Forget actors -- L.A. is full of wannabe Zucks2014 was a banner year for Los Angeles' tech ecosystem. Startups raked in over $3 billion in fu [...]

Uber partners with Boston on traffic dataUber announced a first-of-its-kind partnership to provide ride data to the city of Boston. Don' [...]

Indian startup pays $50 million to compete with YelpZomato acquires IAC-owned Urbanspoon, giving it a major foothold in the U.S. and Australian marketpl [...]

 

CNN Money News

Average 401(k) balance hits record $91,300401(k) balances reached a record high last year, thanks to a soaring stock market and larger contrib [...]

Fake charities prey on your goodwill to make bankTo avoid being suckered into giving money to a bogus charity, the IRS recommends first verifying tha [...]

Taxing the rich: The record under ObamaWhile most of the president's budget proposals to tax the rich have been DOA with Republicans, [...]

Top-paying jobsOrthopedic surgeons take home a median $410,000 in salary and bonus annually. What other great caree [...]

The most important investing ruleRead full story for latest details. [...]

Here's how your desk should be organizedJust a few quick changes to your workspace can help increase your productivity. [...]

Millions to owe Obamacare tax penaltyUp to 6 million uninsured Americans will owe an Obamacare penalty. [...]

IRS to tax cheats: Stop hiding your money offshoreThe IRS said it has carried out thousands of audits of offshore schemes and pursued criminal charges [...]

5 questions to ask a financial adviser before hiring oneTo find a financial adviser who's skilled and trustworthy and not an outright charlatan who jus [...]

Best Jobs in AmericaCNNMoney/PayScale's top 100 careers with big growth, great pay and satisfying work. [...]

IRS warns of shady tax preparers stealing refundsRead full story for latest details. [...]

What we really need to be better off financiallyRead full story for latest details. [...]

 

Fortune Magazine

Will Mmmhops be a hit?Hanson is attempting to chart with a new microbrew. [...]

NBA confirms L.A. Clippers sale to ex-Microsoft CEO Steve BallmerDonald Sterling sues the NBA for damages and demands to be reinstated as owner. [...]

FBI and SEC probe into Carl Icahn and golfer Phil MickelsonAuthorities are looking into the potenial insider trading. [...]

Google launches "right to be forgotten" service in EuropeNow European citizens can request to have search results removed. [...]

Zuckerberg's latest donation reawakens concerns over mixed results in NewarkFacebook founder and his wife donate $120 million to Bay Area schools, claim to have learned from pr [...]

Five crazy things Steve Ballmer has doneIn light of Ballmer placing the highest bid on an NBA team in history on Thursday, here are some of [...]

Four ways Apple could have the "best" product pipeline everFrom the obvious upgrades to the bold and daring. [...]

The all-time most popular stories are...Scoops on movers and shakers, from Marissa Mayer to Mark Zuckerberg to Rupert Murdoch, are the most [...]

Web browsers aren't fun anymoreMozilla updates Firefox, but is it enough to bring old users back? [...]

Valeant injects more cash into bid for Botox-maker AllerganRevised offer worth around $53 billion comes days after drugmaker's last bid. [...]

How to get employees to save for retirementAutomatically enrolling workers into a savings plan and reminding them how much they can lose may ju [...]

Pacing nervously with... Jamin Warren, founder and CEO, Kill ScreenHanging backstage with the videogame arts and culture impresario ahead of his annual two5six confere [...]

 

Reuters Business News

WASHINGTON (Reuters) - President Barack Obama's fiscal 2016 budget would impose a one-time 14 p [...]

BRUSSELS (Reuters) - The Federal Reserve's upgraded view that growth in the world's bigges [...]

BEIJING (Reuters) - General Motors and Chinese partner SAIC Motor Corp will soon announce a joint pu [...]

BEIJING (Reuters) - China's factory sector unexpectedly shrank for the first time in nearly 2-1 [...]

(Reuters) - The auto industry's air bag troubles deepened on Saturday as U.S. federal safety re [...]

BERLIN/HELSINKI (Reuters) - German Chancellor Angela Merkel ruled out a debt writedown for Greece on [...]

ATHENS (Reuters) - New Greek Prime Minister Alexis Tsipras, striking a conciliatory note on debt tal [...]

 

Reuters Economy News

CARACAS (Reuters) - Venezuela confirmed on Tuesday it had entered a recession while inflation remain [...]

WASHINGTON (Reuters) - The Obama administration on Tuesday bowed to months of growing pressure over [...]

NEW YORK (Reuters) - Investors backed away from global equity markets on Tuesday, with light volume [...]

NEW YORK (Reuters) - U.S. stocks fell on Tuesday as investors engaged in profit-taking to pull major [...]

NEW YORK (Reuters) - Crude futures closed up slightly Tuesday, getting some relief from a weak dolla [...]

 

Reuters Business Video

Thousands return to the streets of Hong Kong in the first mass pro-democracy protest since activists [...]

U.S. stocks closed down Friday after a volatile session and weak U.S. growth data. In contrast, shar [...]

Stocks finished off January with a giant thud, as stocks dropped on a weak GDP report. Shares of Sha [...]

 
 

Post Tagged with: "California"

 
  • Wealth by Design: Kevin Talma

    Wealth by Design: Kevin Talma

    “Wealth by Design”: Kevin Talma   Kevin grew up in Barbados in the sixties and seventies when there was unprecedented change happening to the environment which affected him profoundly and he always wondered why development had to destroy the nature he loved. These observations and interest in art and environment led him to the field of landscape architecture. Kevin has been practicing landscape architecture since 1988 apprenticing in California, Hawaii, Italy and Barbados before establishing Talma Mill Studios in 1990. Kevin’s passions include art, the environment, water sports, percussion music, travel and family all of which inform his practice of landscape architecture. Kevin holds a Master of Landscape Architecture.  

     
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  • My Vet sends me reminder letters … Why can’t my lawyer when it comes to my will? by Tom Deans

    My Vet sends me reminder letters … Why can’t my lawyer when it comes to my will? by Tom Deans

    My Vet sends me reminder letters … Why can’t my lawyer when it comes to my Will? Leading up to the release of my new book Willing Wisdom, I paid extra attention to the mail I received. Delivered to my home over the course of three months, were reminder letters from a host of personal service suppliers, including my accountant to file my taxes, my window cleaner, my lawn service, my insurance provider and my veterinarian.   What I didn’t receive, in fact what I’ve never received over the course of my 51 years on the planet, is a letter from my lawyer reminding me to up-date my will. Curious to know if I’m special (and not in a gifted way) I recently asked my audience – about 200 business owners from across North America assembled at a convention in La Jola California – how many of them had received an annual letter from their lawyer reminding them to up-date their will? Only seven hands shot up.   The results confirmed my suspicion that, like me, 193 people in that room had windows and pets receiving better regularly scheduled maintenance than their estate plans. So what’s the deal?   More alarming is that when questioned on the subject, half of that room acknowledged they didn’t have a will at all. When pressed further, 50% of those who did have a will confessed that it had been more than 5 years since it was last up-dated. When questioned even further almost the entire room confessed to having clean windows, healthy pets and weed free lawns.   Approximately 125 million North Americans over the age of 18 have no will and will eventually die intestate. The resulting financial and relational devastation to families is incalculable.   When I asked my veterinarian how she could be so organized and proactive in scheduling my pet’s annual check-up she tilted her head side ways (kind of like the way my dog Goblin does when I say “treats”) she blurted out – “auto-scheduler”. She might as well have added …“duhhh.”   Asking her for detail on this cutting edge 25-year-old technology she noted it was free — as in it doesn’t cost anything.   Below is the letter I received from my veterinarian word for word. ———— To: Tom Deans Annual physical examinations and a personal health consultation is integral to maintaining Goblin’s health. Please call our office to schedule an appointment. We’ve missed you and look forward to seeing you soon! Dufferin Veterinary Hospital ————   If you’re not receiving a letter from your lawyer reminding you to up-date your will, would you consider forwarding this article to your lawyer and help them get acquainted with the power of “auto-scheduling” and helping clients keep their estate plans up-to-date? Here’s a sample letter for them to consider sending annually to clients like you. ———— Dear client: A will is one of the most important legal documents for you and your family to consider. If one or more […]

     
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  • How to Know Your Life Purpose in 5 Minutes: Adam Leipzig

    How to Know Your Life Purpose in 5 Minutes: Adam Leipzig Adam Leipzig has overseen more than 25 movies as a producer, executive and distributor. and has produced more than 300 stage plays and live events, and he was one of the founders of the Los Angeles Theatre Center. AdamLeipzig.com  

     
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  • Mentoring the Next Generation: Michael Benko

    Mentoring the Next Generation: Michael Benko Featured on ABC, NBC, and Fox news affiliates Michael Benko is the co-founder of the Amazon Best Selling team the Student Success Academy. Michael’s focus is to empower the next generation of students through providing personalized education within a creative framework for students to flourish. Since the start of the Student Success Academy in 2011 Michael has consulted high school students across three different states and worked with five different universities. His vision is to maximize the potential and increase the chances of success for every individual that comes into contact with the Student Success Academy.  

     
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  • Karen Wilhelm Buckley is a true women’s business warrior

    Karen Wilhelm Buckley is a true women’s business warrior Karen Wilheim Buckley is Director and co-Founder of The Wisdom Connection. Her work to develop leaders with an integrated wisdom, one that includes the best of the masculine and feminine, has informed her speaking, publishing, coaching and consulting for over 20 years. Karen loves to help women and men accomplish their mission – to build businesses, advance careers, transform relationships, and sustain deeply satisfying lives. Whether starting from step one with a new idea or gaining momentum on something you’ve been working on for a long time, talk with Karen. She can help you get the roadblocks out of the way and enjoy the journey in a whole new way. Where Women Develop Feminine Wisdom and Leadership Karen Wilhelm Buckley is a true women’s business warrior. She has helped me navigate rebuilding and re-launching my business with a firm hand yet a gentle heart. She understands the demands of balancing a business with motherhood and how this leads to a much happier life path. She is the fairy-godmother of business savvy and I feel truly blessed to work with her through the twists and turns of my business and life. With a team of remarkable women, Karen created and hosted a series of women’s forums exploring the questions about the relationship of feminine wisdom and leadership. The Women’s Forums, Honoring the Wisdom and Power of Women Leaders, were held in San Francisco in 2003 and Switzerland in 2005 with Spirit in Business International, and in Santa Barbara in 2004 at the World Business Academy, “Global Mind Change” conference. In addition, as Founder and Principle of Communicore Consulting, Karen is an executive coach and consultant bringing experience and expertise to the field of organization development. Her clients grow in their leadership capacity while developing the skills and strategies needed to cultivate teamwork, innovation, and committed performance. She enjoys leading senior management retreats and facilitating critical meetings. Karen is a published author and public speaker in the fields of organizational change, wisdom leadership, feminine wisdom, and women’s leadership. She is a Fellow of the World Business Academy and a Founding Board member of the Spirit in Business Institute. Because of a passion for spirit-based whole-child education she co-founded the GreenWood School in 1992, an innovative Waldorf inspired elementary school that continues to thrive today. Her two young adult children, husband, dog, kitty, and cockatiel keep her fully engaged when at home in beautiful Mill Valley, California where she has lived for over twenty years.  

     
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  • Strengthening Nonprofits and their Leadership

    Strengthening Nonprofits and their Leadership The USC Center on Philanthropy and Public Policy 2013 Philanthropic Leadership Forum Breakout Session on Philanthropic Impact featuring Kathleen Enright, Heather McLeod Grant, Rick Moyers, and Linda Woods  

     
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  • I am interested in what makes you limitless – Brendon Burchard

    I am interested in what makes you limitless – Brendon Burchard

    I am interested in what makes you limitless – Brendon Burchard  

     
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  • “Gender Differences in Competitiveness” by Muriel Niederle and Brian Knutson, Stanford University

    “Gender Differences in Competitiveness” by Muriel Niederle and Brian Knutson, Stanford University “Gender Differences in Competitiveness” (Muriel Niederle, Stanford University); 
”Anticipation of Reward and Risk across the Life Span” (Brian Knutson,
 Stanford University)  

     
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  • A bad attitude is like a flat tire

     
  • Chet Wood, CEO of Deloitte Tax – Haas School

     
  • Steve Ellis, Bain and Company – Haas School

     
  • Cognitive Neuroscience and Reading

     
  • Bill Gates on GM foods, vaccines and Monsanto Nwo Puppet

     
  • BMW Unveils New Electric i3 Concept Car – Los Angeles Auto Show

     
  • Happiness Within Reach Conference at Stanford University

     
  • Rick Hanson: Managing the Caveman Brain in the 21st Century

     
  • Ian Davis: View from the Top

     
  • Les Brown: Mindset Development And Maintenance

     
  • If You Need Something, Just Ask

     
  • The World’s Richest Teenager

     
 
 
 

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The #1 Family Office Newswire That Empowers Family Dynasties. Over 7,200 Complimentary Posts and growing rapidly with relevant topics!

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The #1 UHNW Wealth Newswire For Living Your Dreams. Over 4,500 Complimentary Posts on important topics that show you the Secrets of Accumulating and Preserving Wealth!

ENZO CALAMO IS A SILVER AWARD CURATOR ON FINANCE FOR SCOOP.IT!

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The #1 Philanthropist Newswire For Leaving A Legacy From The Heart. Check out the latest trends in philanthropy today with over 1,100 Complimentary posts. Also. learn why some of the greatest philanthropists in history believe in gratitude and giving!

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Lugen Family Office Proudly Supports AIP

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Reuters Wealth News

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Defensive sectors are leading the market, with energy and financials lagging, writes Phil van Doorn. [...]

 
 
 
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