WLA blog post

Please read this short piece on Family Dynamics in Estate Planning, as published in Point of View online magazine on December 2, 2025, also a short video clip.

Please click to read this short piece exploring Bridging Generational Divides, published in Talking Trends online magazine on November 4, 2025.

There is also a short video clip.

Click to read this short thought piece titled Including In-Laws in Family Governance, as published in Inspiration and Insights online magazine on Oct 6, 2025.

You can also watch this brief video clip.

Susan’s article, How to Enhance Privacy for Private Foundation Clients: Strategies for not disclosing sensitive information, was published in Trusts & Estates magazine’s e-newsletter on October 1, 2025.

Here’s the link: https://www.wealthmanagement.com/philanthropy/how-to-enhance-privacy-for-private-foundation-clients

Click to read this short thought piece discussing Defining Your Family Legacy: Much More Than Documents, published in Impact! online magazine on Sept 3, 2025, also check out this brief video clip.

Please read this short piece on Conquering Financial Self-doubt, as published in Point of View online magazine on August 6, 2025, also a short video clip.

Please click to read this short piece exploring Overcoming Emotional Barriers to Wealth, published in Talking Trends online magazine on July 10, 2025.

There is also a short video clip.

Click to read this short thought piece covering You Would Cringe if You Knew, as published in Inspiration and Insights online magazine on June 4, 2025.

You can also watch this brief video clip.

My most prized possession isn’t a piece of jewelry, artwork or a rare coin. The object that I value most is an old, well-worn piece of cookware that my mother used each year to prepare our holiday dinners.

Please click to read this short thought piece exploring A Family Heirloom as Legacy, as published in Impact! online magazine on May 8, 2025.

There is also a short video clip.

Please read this short piece discussing Explaining Wealth Stewardship to Young Children, as published in Point of View online magazine on April 3, 2025, also a short video clip.