Texas Tech University

What top financial advisers will tell you about creating a lasting legacy for the important people and causes in your life


July 31, 2020

MarketWatch - Careful planning now can pass your values and goals to future generations

Some clients will avoid the topic and wave off their adviser's repeated attempts to address it. Others will engage in what Russell James, a professor of personal financial planning at Texas Tech University, calls "symbolic immortality" — imagining they will never die.

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