Archive for book pick

Book for Children and Adults

It is important to educate children about wills and trusts, however it is just important to remind parents the importance as well. Below is a book that everyone can enjoy, great story line and illustrations! 51P1o4uK3hL._SY498_BO1,204,203,200_

From the publisher Quan A. Vuong J.D.

I wrote this book to educate parents on the basics of estate planning in a way that also entertains children – A young girl named Ellie is going away to camp.  As she is about to leave, she has to decide who would receive her toys if she does not come back.  During the decision process, she learns about the importance of using a will and trust to accomplish her goals.

Why this book? As a father of two young children, I learned that reading with them is an important part of their intellectual development. However, after reading countless children’s books, I realized that there were no books that both appealed to children and was informational for parents. As an attorney and Certified Public Accountant, many people have sought my advice regarding estate planning, primarily wills and trusts.  I hope this book allows adults to learn the basics of a will and trust while spending valuable time with their children.

Learn more about the book here


Heritage August Book Pick: Better Than Before

We all have habits that are good for us and not so good for us. We’d 51RivppusfL._SX322_BO1,204,203,200_probably all agree that saving money is a good habit and impulsive spending would be a bad one. But how can we change? Author Gretchen Rubin has spent years researching habits (and happiness) and provides some interesting self-assessment exercises that can help us recognize habits that need changing and tips on how to create healthy ones in the NYT bestseller Better Than Before.

From the publisher:

The author of the blockbuster New York Times bestsellers, The Happiness Project and Happier at Home, tackles the critical question: How do we change? 


Better than Before answers that question. It presents a practical, concrete framework to allow readers to understand their habits—and to change them for good. Infused with Rubin’s compelling voice, rigorous research, and easy humor, and packed with vivid stories of lives transformed, Better than Before explains the (sometimes counter-intuitive) core principles of habit formation.

Along the way, Rubin uses herself as guinea pig, tests her theories on family and friends, and answers readers’ most pressing questions—oddly, questions that other writers and researchers tend to ignore:

• Why do I find it tough to create a habit for something I love to do?
• Sometimes I can change a habit overnight, and sometimes I can’t change a habit, no matter how hard I try. Why?
• How quickly can I change a habit?
• What can I do to make sure I stick to a new habit?
• How can I help someone else change a habit?
• Why can I keep habits that benefit others, but can’t make habits that are just for me?

Whether readers want to get more sleep, stop checking their devices, maintain a healthy weight, or finish an important project, habits make change possible. Reading just a few chapters of Better Than Before will make readers eager to start work on their own habits—even before they’ve finished the book.

Read more about the book here. 

Heritage Book Review : PREPARING HEIRS

This month’s book recommendation comes from Nancy Ellis, Chairman Emeritus and Member of the Board of Directors.

Nancy selected:

Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values

“Preparing Heirs is a road map for families that desire to build a successful family business that will go into all generations of business,” said Ellis.

From the publisher:41tEVFJiKTL._SX300_BO1,204,203,200_

Preparing Heirs discloses the surprising findings from the authors’ research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family’s control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

To find out more about the book, click here.