Recommended Reading List

The following is a list of books containing great content and information on issues such as inheritance, sudden loss, and wealth management. Please click on any of the book covers to purchase – you will be redirected to Amazon.com.

BOOKS ON THE GRIEVING PROCESS AND HOW TO DEAL WITH LOSS

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The Ultimate Gift
by Jim Stovall

What would you do to inherit a million dollars? Would you be willing to change your life? Jason Stevens is about to find out in Jim Stovall’s The Ultimate Gift.

Red Stevens has died, and the older members of his family receive their millions with greedy anticipation. But a different fate awaits young Jason, whom Stevens, his great-uncle, believes may be the last vestige of hope in the family.

“Although to date your life seems to be a sorry excuse for anything I would call promising, there does seem to be a spark of something in you that I hope we can fan into a flame. For that reason, I am not making you an instant millionaire.”

What Stevens does give Jason leads to The Ultimate Gift. Young and old will take this timeless tale to heart.

 

 

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Recovering from the Loss of a Sibling
by Katherine Donnelly

A book of hope and healing, Recovering From the Loss of a Sibling is the first book for those who have experienced the death of a brother or sister. It addresses the many questions, fears and feelings of surviving siblings of all ages, such as: Will this soon happen to me? It should have been me. Why wasn’t it? God must have punished me for the time when I was so mean to my brother. My sister was my parents’ favorite and I don’t seem to count to them. At work, they have no idea what I’m going through. They think I’m just a sibling. All the focus is on my parents, not my grief. When a brother or sister dies, surviving siblings may receive little support or even recognition of their pain. Parents are so grief-stricken at the loss of a child that they often find themselves unable to cope with the needs of their surviving children. With family and friends concentrating on the parents? tragedy, the suffering of siblings often goes unnoticed.

In these pages, sisters and brothers share their innermost feelings, wanting others to gain comfort from their experiences. The book also serves as a compassionate aid to friends, co-workers, teachers, family members, and the helping professions.

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What Helped Me when My Loved One Died
by Earl A. Grollman

Collected here are the personal stories of many who have mourned the death of a beloved. The contributors are people from all walks of life: parents, wives, husbands, children, and friends who have lost loved ones to accidents, long illness, suicide, sudden infant death syndrome, and war.

 

 

 

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When Your Spouse Dies – A Widow & Widower’s Handbook
by Othniel J Seiden MD

As a doctor and widowed more than 5 years ago, Dr. Othniel Seiden has more experience with the subject of bereavement than most anyone else on the planet. As his new wife, and a psychologist, Dr. Jane Bilett can speak to how both she and he built up a new life together. Dr. Seiden discusses the financial issues facing the newly widowed, the personal issues, the physical issues and offers coping mechanisms and practical advice for all. The purpose of this book is to help you, the newly widowed, to cope with your loss and help you down the path to eventually create the new life you’ve been released into. Your mate’s life has ended, but the fact remains that yours has not.

There will be new demands on you and you will have to figure out how to deal with them in addition to all the personal trauma you’re going through. Using his experience as a roadmap, Dr. Seiden helps down the painful road you must travel which ultimately will allow you begin a new life full of wonderful memories and great new potential.

 

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I’m Grieving as Fast as I Can: How Young Widows and Widowers Can Cope and Heal
by Linda Feinberg

A guide for young widows and widowers through the normal grieving proccess that highlights the speical circumstances of an untimely death. Young widows and widowers share thoughts and dilemmas about losing a loved one, what to tell young children experiencing a parent’s death, returning to work and dealing with in-laws.

 

 

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Nobody’s Child Anymore
by Barbara Bartocci

As longevity expands so too does the reality that increasing numbers of people become Nobody’s Child Anymore. Unlike most books on grieving the loss of a parent, Barbara Bartocci takes a comprehensive approach from caring for a dying parent through finding new meaning beyond grief. Barbara Bartocci, who has lost both of her parents, speaks from experience and offers poignant vignettes approaching hard questions with compassion and a wealth of practical wisdom. Nobody’s Child Anymore is an immensely helpful and comforting resource for anyone caring for a dying parent, mourning the loss, caring for the remaining parent and seeking new meaning beyond grief.

 

 

 

Books on the Parent-Child Relationship

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To a Child Love is Spelled T-I-M-E
by Mac Anderson

Parents work very hard to give their children what they desire. Whether it be the newest video game or the latest fashion, they strive to make their children’s lives better, Reveals the one thing children need the most is often in the shortest supply – their parents’ time. Encourages parents to make time for the things that are truly important.

 

 

 

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The Dash: Making a Difference with Your Life
by Linda Ellis

When Linda Ellis wrote her poem, “The Dash”, in one afternoon twelve years ago, it would change her life forever. In 239 words, she captured the “Simple Truths” of why we were put on this earth.

Since then, The Dash has been published hundreds of times in books, newspapers, magazines and company newsletters. It has also been read countless times at company meetings, graduations and funerals. Simple Truths proudly presents this classic poem in a beautifully designed gift book along with nine simple truths from Mac Anderson about what we can do to make a difference with our lives. To your customers or your employees, give the gift of inspiration. It’ll be one that keeps on giving.


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Beyond Driving with Dignity; The workbook for the families of older drivers
by Matthew J. Gurwell

This workbook has been designed to provide comprehensive steps for families to take as they evaluate an older adults’ driving abilities and work through issues of a successful driving retirement.

 

 

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How to Say It to Seniors: Closing the Communication Gap with Our Elders
by David Solie

A practical guide to bridging the generation gap.

In How to Say It to Seniors, geriatric psychology expert David Solie offers help in removing the typical communication blocks many experience with the elderly. By sharing his insights into the later stages of life, Solie helps in understanding the unique perspective of seniors, and provides the tools to relate to them.

 

 

 

Books on Wealth Management and Financial Strategies

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Sudden Money: Managing a Financial Windfall
by Susan Bradley & Mary Martin

From inheritances and divorce and insurance settlements to retirement payouts and the most recent phenomenon of stock options, the largest transfer of wealth in the history of America is now taking place. For some, this welcome event is relatively stress-free. But for those who are inexperienced in dealing with large sums of money, a windfall can be an overwhelming, even losing, situation. What is the difference between those who build on their financial gains and those who end up worse off than before? In this much-needed, one-of-a-kind book, top financial planner Susan Bradley gets to the heart of the matter by examining the emotional complexity of the windfall experience and how to manage it-and your newfound money-successfully.

 

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

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.

 

 

Intentional-Wealth

Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health Paperback by Courtney Pullen
by Courtney Pullen

“From shirt sleeves to shirt sleeves in three generations.” Modern research confirms the truth of this adage; some 90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family. Members often end up disconnected and embroiled in conflict. The result is harm to the families, to their communities, and to the larger culture. The crucial question this book addresses is: What are the other 10% doing? How do families achieve success and prosperity, enjoy the fruits of that success, and pass on a legacy of financial and emotional health? What’s the secret to ensuring the American Dream doesn’t turn into the American Nightmare? For many families, the answer is intentionality. Flourishing families consciously work to create legacies of stewardship, values, and balance. Intentional Wealth shares some of the strategies these thriving families use to help all their members build healthy, empowered relationships with money. Intentional Wealth is about what works. It is a valuable guide for any family wanting to go from shirt sleeves to success, generation after generation.

 

 

Sudden-Wealth

Sudden Wealth…It Happens
by David Rust & Shane Moore

Throughout their careers, recognized wealth advisors David Rust and Shane Moore achieved the most inspiration and satisfaction from providing guidance and counsel to families and individuals that suddenly had the responsibility of handling more money than they ever imagined. While each situation is always unique, in every instance the clients were fearful of making the wrong decisions. These experiences inspired Rust and Moore to write a book to enlighten readers about how likely this type of situation is, and how financially and psychologically complex it is to go through. This is that book. Emotionally engaging and thought provoking, Rust and Moore’s compilation is a unique combination of fact and fiction that inspires fiscal sanity and confidence.

 

 

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The Millionaire Map
by Jim Stovall

“This is the book I wished was available 30 years ago when I was desperate and broke with only a dream of one day being a millionaire. Now, as a multimillionaire, I want to share the wisdom I’ve gained from the journey and provide other travelers with a map to guide them on their journey.” Jim Stovall

 

 

 

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Wealth In Families
by Charles W. Collier

This privately published book is a small treasure, exploring several different perspectives on the deeper meaning and use of family wealth. Investment advisers have purchased copies of this book for their clients. It is a resource both for individual families that are looking at what to do with their wealth and for family advisers who want to work better with their clients.

 

 

 

 

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Navigating the Dark Side of Wealth: A Life Guide for Inheritors
by Cheatham Willis

This is a book for anyone who has to deal with the challenges of wealth, but it is especially for the rich who either have inherited large amounts of wealth or expect to pass such wealth on to their children. It is written in a clear, compelling, easy style. In it, Thayer Cheatham Willis, who is both an accomplished psychotherapist and an inheritor of substantial wealth herself, shares both her own very personal experiences dealing with the pitfalls of her inheritance and her professional observations of the many patients she has treated for problems related to inherited wealth. Most people who are not acquainted with the realities of being wealthy imagine that it is an idyllic condition.

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