Sitting at the desk I decided to scan some old material, as I ripped apart pages, arranged neatly for the Fujitsu to do its job, I notice one page marked up so much I could hardly read it. Here then, worth sharing a few words you’ve heard in different ways before, and will likely hear […]

Robert Armstrong’s inspiring recent blog, “Unlimited Possibilities,” referenced the attitude of Apple’s Steve Jobs. Jobs sees death as “the most important tool I’ve ever encountered to help me make the big choices in life.” Jobs has courage. He is also a smart planner. When Jobs announced that he was stepping down as CEO, there was […]

Every day we work hard to help people leave a lasting legacy at Legacy Safeguard. We’ve created some of the most comprehensive legacy planning and end-of-life planning services in the legacy planning industry and we’re proud to help people be remembered long after they’re gone. I also travel frequently across the country speaking to groups […]

We have a lot of conversations around here about what a revenue producing task is and what it isn’t. It’s easy to get caught up in a trap doing work that “feels” productive—but in all reality, you may just be pretending to be busy. If you “spend time with a prospect or a client” you […]

The stock market may be shaky and that garners a lot of attention in the press. Of course, low asset values can be great for most estate planning strategies. But, let’s think beyond asset values. Your clients can capitalize on today’s low interest rate environment in their estate planning. By suggesting this (and explaining it […]

Former American Idol judge and The X Factor creator Simon Cowell. Famed baseball slugger Ted Williams. Bredo Morstoel. Robert Ettinger. What do these four men have in common? And who are Morstoel and Ettinger? They all have been, or intend to be, put into a cryogenic deep freeze after death. Their hope: when medical science […]

Given the retirement of Steve Jobs as CEO of Apple, I was reminded of his attitude about his health risks and how it empowered rather than limited him: “Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life. Because almost everything; all […]

As estate planning attorneys know, parents usually leave their assets equally to their children. However, we also know, both personally and professionally, that sometimes an equal division is definitely not fair. Sometimes children have different needs and abilities. For example, one child might be a successful physician, while another might be an award winning teacher. […]

According to a recent study by the Mind Perception and Morality Lab at the University of Maryland, people view patients in a persistent vegetative state (PVS) as worse off than patients who have died. Published online in Cognition (https://www.sciencedirect.com/science/article/pii/S0010027711001752), the study consisted of three experiments. Here is the Abstract: “Patients in persistent vegetative state (PVS) […]

In my mind and the minds my leadership team there has always been an underlying question: “Why, despite a consistent response rate hovering around the 1-2 percent mark year-over-year, does there always seemed to be a number of mail recipients who would not respond to a seminar invitation?” Several years ago, we engaged the services […]