Posts Tagged ‘ legacy ’


Jun 9th, 2013 | By | Category: Senior Finances

Trillions Bequeathed to Survivors The consulting firm, Accenture, projects retirees will leave over $30trillion to their offspring over the next 30-40 years. That’s a lot of money, and Baby Boomers need to be thinking about how they want to divide their assets. The considerations are important because your assets are part of your legacy, and […]

Seniors: Reinforcing Our Decendants’ Futures

Jul 18th, 2011 | By | Category: Senior Moments Blog

Its about time to review how our descendants will fare, following on the contributions of our generation. It is no small thing to get in touch with just what our appetites, ideologies, convictions, choices will have wrought by the time our descendants find they are in the middle of the consequences of them all.

It is no small thing to realize that the Dust Bowl of the 30’s was created by poor farming practices in the years preceding the Depression. Clear cutting, soil erosion, planting over and over, stealing nutrition from the soil. In the words of Mardi Gras revelers “Let the Good Times Roll.” But everything, even extravagant parties, come to an end. Thus did the excesses of the 1920’s introduce the pain of the 1930’s. Some jumped from skyscrapers, others sold apples, many stood in soup lines, still others made the trek west, and yet others tried hanging on,

Seniors: Sharing the Wealth

Jul 5th, 2011 | By | Category: Senior Moments Blog

If you attended a college or university, you likely receive not infrequent appeals by mail, email and telephone asking for a commitment, an annual gift, consideration of joining a program which offers gifting options long after you are deceased. Some persons, with sufficient wealth, have explored and determined that the most productive way to share their wealth is by creating a well managed foundation, which will dole out gifts on a selective basis.

Other persons, having identified favorite charities, have designated those charities to receive ample regular grants or commitments on an annual basis. Such gifts, of course, may allow for specific targeting, e.g. scholarships, capital improvements, and others. Causes abound and needs are as plentiful. Helping research organizations in their search for cures, equipping and enabling medical centers to offer no cost assistance for children and adults facing terminal illnesses.