Understanding Generativity

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“Generativity • The ability to generate anything tangible that will exist beyond one’s earthly life; particularly when exhibiting a need to nurture and guide younger people and contribute to the next generation.” 

~ Don West, Jr.

Generativity • A desire to invest one’s substance in forms of life and work that will outlive the self.”

~ Dr. John Kotre

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Introducing Don West, Jr.’s Legacy Pyramid

Created by Don West, Jr., who serves as our Director of Education, the Legacy Pyramid is a visual model for a twenty-two part system for multi-generational happiness, success, and prosperity.

The Legacy Pyramid’s methodology integrates lessons and teachings from history’s greatest thinkers including: Coach John Wooden, Benjamin Franklin, Napoleon Hill, Dr. Wayne Dyer, Deepak Chopra, Og Mandino, Stephen R. Covey, Prentice Mulford, Carl Jung, John Maxwell, Tony Robbins, Zig Ziglar, John Kotre, Don West, Jr., James E. Hughes, Jr., and many more.

Stone 1: Humility & Service (Foundation) 
Stone 2: Industriousness (Cornerstone #1) 
Stone 3: Enthusiasm (Cornerstone #2) 
Stone 4: Definitive Chief Aim
Stone 5: Junto/Mastermind/Universal Mind
Stone 6: Iron Grip Control & Management
Stone 7: Imagination
Stone 8: Excercise/Physical Fitness
Stone 9: Habit of Giving & the Law of Saving
Stone 10: Initiative & Leadership
Stone 11: Concentration
Stone 12: Acute & Accurate Thinking
Stone 13: Pleasing Personality
Stone 14: Cooperation
Stone 15: Intentness
Stone 16: Practicing the Golden Rule
Stone 17: Universal Law
Stone 18: Generativity
Stone 19: Competitive Greatness
Stone 20: Self-Control
Stone 21: Self-Confidence
Stone 22: Temet Nosce/Know Thyself

Don often shares how he developed the Pyramid in his speeches, some of the books he cites as primarily influential in developing the Legacy Pyramid include, Wooden’s “Pyramid of Success,” and Hill’s “Laws of Success.”

The staff has gone through the recordings of all of Don’s talks regarding the Pyramid to date and we developed this presentation of “17 Books That Influence The Legacy Pyramid.”

What is a Trust?

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Trust ● a legal entity created through a written document that creates a fiduciary relationship in which one party, known as the trustor, gives another party, the trustee, the right to hold title to property and/or assets on behalf of one or more individuals, the beneciciary.

Prince’s Estate Hires 2 Music Execs to Oversee Assets

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Prince died on April 21, 2016 and one of the most urgent questions for the music industry was how quickly the estate could hire professionals to handle the star’s vast collection of songs and other media content.

The answer was two months. On Friday, Bremer Trust, a Minnesota bank that is acting as the special administrator for #Prince’s [#probate] #estate, confirmed that it had appointed two seasoned executives, L. Londell McMillan and Charles A. Koppelman, to manage Prince’s entertainment #assets, according to Marcia A. Jensen, a spokeswoman for the bank.

Read the complete NY Times article here

A Buena Park Plumber Leaves Substantial $2 Million Estate But Only A Copy of Last Will

It is very important that your documents can be located when the time comes.  This estate has substantial assets, 69 cars and multiple properties worth upwards of $2 million dollars, yet there is no clear heir because the most recent will discovered was only a copy.  Make sure your intentions and wishes are honored by keeping your documents in some place other than the trunk of one of your cars as is the case with this deceased plumber.

You can read the complete story in the Orange County Register HERE.

Where are your current estate planning documents stored?

I Am Not Famous, Do I Have a Legacy? Who Needs Legacy & Estate Planning?

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So many of the clients that I sit down with begin their objections with I am not some famous celebrity such and such so I do not have a legacy that anybody is going to care about. But what many of us often fail to realize is that in our worlds and to those closest to us, especially our relatives in most cases, we are each and every one of us a superstar – the only difference, the size of our stage. So when you have kids, grandkids, nieces or nephews who looks up to you and hang on your every word – those are your fans; that is your audience. And if you close your eyes for ten seconds, maybe you can see their grandkids’ grandkids many generations off into the future.

Each life is a unique story woven and developed over the special circumstances of your lifetime and is therefore priceless and irreplaceable. Once our stories are lost, they are just that – lost, forever. Is there a pressing question that you wish you could pose to one of your ancestors? Do you ever sit and wonder how your family came to be settled in blank place, somewhere town?

Every life is a story, every life is a legacy. We all have the opportunity to be proactive and plan for how our stories, our philosophies, business practices, beliefs and belongings will be handled now in this present moment of our lives as well as moving forward in a strategic and planned manner. This is the foundation of legacy and estate planning. When you look back throughout history you can find some excellent examples of excellent planners. Examining their lives and bodies of work what do rock legend John Lennon and crooner Bing Crosby have in common – seemingly not very much. However, following their passing, it became clear that each man had been both thoughtful and proactive in planning how their estates would be discreetly handled and efficiently dispersed.

We each have the opportunity to follow the examples of well-organized and proactive individuals or we can take the oft traveled path of the many whose stories are destined to the trash bins of history and who estates and affairs will be sorted out however by whomever. Which person are you? Are you going to be proactive and Celebrate Life? Or just let chips fall where they may and do nothing at all?

What Happens to Facebook & Twitter Accounts When Someone Dies?

What Happens When Someone Dies?

What Happens When Someone Dies?

It is a fact that we’re all going to die, and if you’re on social media sites like Facebook and/or Twitter, you may be curious as to what will happen to your account when you’re gone.  You can express how you would like your account handled by preparing letters of
instruction.

Each social network has their own process and options to handle the profiles and accounts of the deceased.   We are going to cover Facebook and Twitter in this post so continue below to learn more about each site’s policy.

What Happens to Your Facebook When You Die?

What Happens to Your Facebook Profile When You Die?

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The process for a deceased person’s Facebook account has several different options and is different then many other social media services.  First, Facebook utilizes an online form that allows anyone to notify Facebook about a deceased user by submitting a valid request electronically.  Facebook will then memorialize the account, which means that nobody will be able to log into the account and only confirmed friends at the time of memorializing will be able to see the profile of the deceased.

Unlike Twitter, Facebook allows the confirmed friends to post information and photos on the wall of the deceased, and many people use this as a way to share their thoughts and feelings as well as celebrating the life of the deceased.

In the alternative, Facebook also allows an immediate family member to request that the deceased’s account be completely removed from the site.  In order to do this, Facebook requires that you verify your identity and relationship to the deceased by providing the deceased’s birth and death certificate and proof that you’re a lawful representative of the deceased.

GET A FACEBOOK LETTER OF INSTRUCTION

Do you have a Twitter Letter of Instruction?

Do you have a Twitter Letter of Instruction?

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When someone dies, it is the responsibility of a family member or person in charge of the deceased’s estate to reach out to Twitter administration and let them know. Along with the information, Twitter will need this individual to provide them with the username of the deceased, a copy of the individual’s ID, a copy of the deceased’s death certificate, and a letter that contains information about the person making the request.  Twitter does  not have an online form and requires requests to be submitted via fax or mail.

This person has the ability to decide whether they want the deceased’s account completely deleted from the site or if they want a backup created of the deceased’s public tweets.

Once Twitter has been notified, the deceased’s account will no longer be found in the Who to Follow section and messages will not be accepted on the page. If a person wants to leave a tweet for a deceased individual, they will have to have login information for the deceased’s account.

GET A TWITTER LETTER OF INSTRUCTION

In the United States approximately 80% of population has not taken the time to prepare any written plans and instructions in the event of death.  It is not a pleasant topic for most people, and pondering what will happen to your social media accounts when you pass is not something that many people think about on a typical day.   By preparing simple letters of instruction for your Facebook and Twitter accounts you ease the burden on those you care about after you die, because they will need this information and will have it neatly compiled and documented.  It’s also a good idea to share the existence of these instructions and how to locate them when necessary with friends and family members so that everyone knows about your wishes.

If someone you love has passed away and they have a Facebook and/or Twitter account, make sure that you let the social networks know as soon as possible so that the proper steps can be taken and their wishes carried out.