“Clients Who Are Born Retired” by Jim Grote is an interview with Myra Salzer appearing in the October 2006 edition of Financial Planning magazine. In this article, Myra talks about how customized and individually tailored our practice has to be in order to meet the unique requirements of inheritors striving to understand how their money affects their lives. The article lists and explains the five stages that inheritors typically pass through on the path to gaining control over their wealth. Once they reach that point, they can begin to work on their legacy. Read the full article at www.financial-planning.com/pubs/fp/20061001025.html .
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