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Before Passing Along Valuables, Passing Along Values

By ROBERT POWELL | The Wall Street Journal

Todd Fithian recently made a film for his four children.

“I took the time to capture my stories, life lessons and family traditions, many of which have been passed down to me from my parents,” says Mr. Fithian, a 43-year-old managing partner of Legacy Cos., a Hingham, Mass., consulting firm to financial advisers. “These things have a trickle-down effect, but rarely do we take the time to capture them.”

 

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