1/3/2012

High net-worth boomers looking to leave more than tangible assets to their heirs are turning to personal historians, a new type of service that produces highly polished but small-scale video documentaries allowing their clients to pass on financial and other advice in an engaging format. "They are interested in leaving a legacy that is more than just financial -- their values and lessons," says Keith Ogorek, senior vice president of one such service, Legacy Keepers. "You can buy a scrapbook down at the CVS or you can really leave something that will be an heirloom that is preserved and kept for generations to come."

Full Story:
Business Insider

Related Summaries