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  <title>Personal Legacy Advisors, LLC</title>
  <link>http://www.personqllegacyadvisors.com/</link>
  <description>News and Views from Personal Legacy Advisors, LLC</description>
  <language>en-us</language>
  <pubDate>Fri, 18 May 2012 20:44:41 +0000</pubDate>
  <lastBuildDate>Fri, 18 May 2012 20:44:41 +0000</lastBuildDate>
  <item>
    <title>Reflecting on generational bias</title>
    <link>http://www.personallegacyadvisors.com/blog/news-and-views/views/reflecting-on-generational-bias/</link>
    <description><![CDATA[Recently I attended a two day training put on by the organization 21/64, an arm of Andrea and Charles Bronfman Philanthropies. The tagline for 21/64 is Strategic Philanthropy Through the Generations, which is a great summary of the content of the training, which I recommend to anyone who is interested in nurturing intergenerational connection and communication, especially around giving together.

Generation bias was one of the subjects covered. In a group that had more Gen Xs and Gen Ys than m...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/blog/news-and-views/views/reflecting-on-generational-bias/">Reflecting on generational bias</a>]]></description>
    <pubDate>Tue, 03 Apr 2012 15:21:07 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/blog/news-and-views/views/reflecting-on-generational-bias/</guid>
  </item>
  <item>
    <title>What IS an ethical will anyway?</title>
    <link>http://www.personallegacyadvisors.com/uncategorized/what-is-an-ethical-will-anyway/</link>
    <description><![CDATA[I get this question all the time - and no wonder, its name certainly doesn't reflect its rich history or beautiful purpose. Here is a good summary that I created a few months ago for Association of Personal Historians website.<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/uncategorized/what-is-an-ethical-will-anyway/">What IS an ethical will anyway?</a>]]></description>
    <pubDate>Fri, 30 Mar 2012 23:29:44 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/uncategorized/what-is-an-ethical-will-anyway/</guid>
  </item>
  <item>
    <title>The Wealth of Your Life guidebook featured as a resource in December Horizons Magazine</title>
    <link>http://www.personallegacyadvisors.com/blog/news-and-views/news-news/the-wealth-of-your-life-guidebook-featured-as-a-resource-in-horizons-magazine/</link>
    <description><![CDATA[Kentucky pastor Desiree Youngblood wrote a great piece on ethical wills this month for Horizons Magazine, the magazine for Presbyterian women. She helps her readers imagine themselves creating a legacy letter by asking them to answer the question of why they are writing. She offers this list to consider:

I am writing this ethical will because:

I love you.

I want to share my values and beliefs with you.

I want to share my life stories with you.

I want to share my dreams and hopes f...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/blog/news-and-views/news-news/the-wealth-of-your-life-guidebook-featured-as-a-resource-in-horizons-magazine/">The Wealth of Your Life guidebook featured as a resource in December Horizons Magazine</a>]]></description>
    <pubDate>Thu, 15 Dec 2011 19:56:51 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/blog/news-and-views/news-news/the-wealth-of-your-life-guidebook-featured-as-a-resource-in-horizons-magazine/</guid>
  </item>
  <item>
    <title>&#8220;Open Mic&#8221; interview prompts reflections on good conversation</title>
    <link>http://www.personallegacyadvisors.com/blog/news-and-views/news-news/open-mic-interview-prompts-reflections-on-good-conversation/</link>
    <description><![CDATA[It was a privilege to be interviewed today by Appreciative Inquiry expert and coach Ed Jacobson. You can listen to the audio here. A good interview can bring new insights to the person being interviewed, and that's happened today when Ed quoted - or paraphrased - poet Ed Whyte  who said, "You know you have found your calling when you have discovered the kinds of conversations you want to be in. "

I loved this quote. As I said at the close of the interview today, it speaks directly to why I d...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/blog/news-and-views/news-news/open-mic-interview-prompts-reflections-on-good-conversation/">&#8220;Open Mic&#8221; interview prompts reflections on good conversation</a>]]></description>
    <pubDate>Thu, 27 Oct 2011 02:42:26 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/blog/news-and-views/news-news/open-mic-interview-prompts-reflections-on-good-conversation/</guid>
  </item>
  <item>
    <title>Reflections on a long season away</title>
    <link>http://www.personallegacyadvisors.com/uncategorized/reflections-on-a-long-season-away/</link>
    <description><![CDATA[These last few months I have stood witness to the best and worst of life: the joyful wedding of our son, followed by the sudden illness and death of my mother.  Being that I am in the "words" business and the "wisdom" business, I feel a certain pressure to make sense of these events and articulate a thoughtful response.

But this is all that I know: no one has a lock on "wisdom." It comes and it goes, as we learn the main lesson of life over and over again.

What is that primary lesson? Tha...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/uncategorized/reflections-on-a-long-season-away/">Reflections on a long season away</a>]]></description>
    <pubDate>Thu, 06 Oct 2011 23:19:30 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/uncategorized/reflections-on-a-long-season-away/</guid>
  </item>
  <item>
    <title>Renowned estate planner recommends The Wealth of Your Life Guidebook</title>
    <link>http://www.personallegacyadvisors.com/blog/news-and-views/renowned-estate-planner-recommends-the-wealth-of-your-life-guidebook/</link>
    <description><![CDATA[Nationally known Boston attorney Natalie Choate made a point to recommend The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will in her spring newsletter Choate's Notes Spring 2011. Thank you, Natalie. That means a lot coming from you.<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/blog/news-and-views/renowned-estate-planner-recommends-the-wealth-of-your-life-guidebook/">Renowned estate planner recommends The Wealth of Your Life Guidebook</a>]]></description>
    <pubDate>Sat, 30 Apr 2011 17:32:37 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/blog/news-and-views/renowned-estate-planner-recommends-the-wealth-of-your-life-guidebook/</guid>
  </item>
  <item>
    <title>Wealth of Your Life made a Top 12 List Today</title>
    <link>http://www.personallegacyadvisors.com/blog/news-and-views/news-news/wealth-of-your-life-made-a-top-10-list-today/</link>
    <description><![CDATA[The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will made a list assembled by Vanguard financial advisor Steve Vernon, entitled, "12 Books to Give to Retirees (or Those About to Retire.)  Steve's blog shows up on CBS Money Watch.<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/blog/news-and-views/news-news/wealth-of-your-life-made-a-top-10-list-today/">Wealth of Your Life made a Top 12 List Today</a>]]></description>
    <pubDate>Thu, 16 Dec 2010 21:14:50 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/blog/news-and-views/news-news/wealth-of-your-life-made-a-top-10-list-today/</guid>
  </item>
  <item>
    <title>Advisor Impact study on client loyalty just out</title>
    <link>http://www.personallegacyadvisors.com/uncategorized/advisor-impact-study-on-client-loyalty-just-out/</link>
    <description><![CDATA[An analysis of the May, 2010 study conducted by Advisor Impact called the "Anatomy of the Referral"  has just been published. In a survey of 1,000 financial services clients, they attempt to define the key elements of what they call an "engaged" client, one that is not only identified as being 1) loyal to their financial advisor, 2) satisfied with the services they are getting from their advisor, and lastly and most importantly 3) one who refers that advisor to others. Click here to get access...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/uncategorized/advisor-impact-study-on-client-loyalty-just-out/">Advisor Impact study on client loyalty just out</a>]]></description>
    <pubDate>Thu, 16 Dec 2010 20:01:50 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/uncategorized/advisor-impact-study-on-client-loyalty-just-out/</guid>
  </item>
  <item>
    <title>More on Listening</title>
    <link>http://www.personallegacyadvisors.com/blog/news-and-views/more-on-listening/</link>
    <description><![CDATA[I got many responses to my email newsletter on the topic of listening, namely, the difference it makes to the quality of thinking on the part of the person who is doing the speaking. I have several wonderful links to share that shed truly insightful light onto this "easier said than done" habit of being. First, is a set of listening strategies from Nancy Kline, author of Time to Think and More Time to Think, and the woman who inspired me to write the piece to begin with.

Second is an absolute...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/blog/news-and-views/more-on-listening/">More on Listening</a>]]></description>
    <pubDate>Thu, 09 Dec 2010 00:31:44 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/blog/news-and-views/more-on-listening/</guid>
  </item>
  <item>
    <title>Gunther Weil on Values</title>
    <link>http://www.personallegacyadvisors.com/uncategorized/gunther-weil-on-values/</link>
    <description><![CDATA[I heard a fascinating presentation on the subject of values today, given by Value Mentor's founder Gunther Weil, who has taken his expertise in the human and organizational development, and in the years when most everyone else retires, has begun to apply it to families, especially families of wealth seeking to maintain healthy family systems in addition to healthy family balance sheets.

One aspect of his comments that I found especially provocative, and relevant to my work helping people part...<br/><br/>Keep on reading: <a href="http://www.personallegacyadvisors.com/uncategorized/gunther-weil-on-values/">Gunther Weil on Values</a>]]></description>
    <pubDate>Tue, 07 Dec 2010 20:01:59 +0000</pubDate>
    <guid>http://www.personallegacyadvisors.com/uncategorized/gunther-weil-on-values/</guid>
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