Is The Heritage Process for you?
Is The Heritage Process for you? Only you can decide. Fortunately, making that determination is easy. Just take a few minutes to answer the following questions:
1. If you could look into the future 50 years, and you could see your family gathered together, what would you like to see? It is usually easy to say what you don't want to see. For example, most folks do not want to see only a few of their family getting together, or that some family members are living unproductive lives. When you look into the future, and see your family, what kinds of things would you like to see, and what kinds of conversations would you like to hear?
2. Now, think about the financial and estate planning you have done. How far will that planning get you towards the picture of your family that you just described? Hopefully, it will pass your money into the future. But, does it accomplish the other parts of what you would like to see in your family 2 or 3 generations from now?
If your existing planning does not get you all the way to what you would like to see for your family in the future, then we invite you to explore The Heritage Process. This proven process will help you pass your values, standards and principles to future generations, and will work with your financial and estate planning keep your family and your fortune together for many generations.
And, if there is anything you would like to know, in order to determine whether this Process is right for you, we invite you to post those questions on this BLOG.
1. If you could look into the future 50 years, and you could see your family gathered together, what would you like to see? It is usually easy to say what you don't want to see. For example, most folks do not want to see only a few of their family getting together, or that some family members are living unproductive lives. When you look into the future, and see your family, what kinds of things would you like to see, and what kinds of conversations would you like to hear?
2. Now, think about the financial and estate planning you have done. How far will that planning get you towards the picture of your family that you just described? Hopefully, it will pass your money into the future. But, does it accomplish the other parts of what you would like to see in your family 2 or 3 generations from now?
If your existing planning does not get you all the way to what you would like to see for your family in the future, then we invite you to explore The Heritage Process. This proven process will help you pass your values, standards and principles to future generations, and will work with your financial and estate planning keep your family and your fortune together for many generations.
And, if there is anything you would like to know, in order to determine whether this Process is right for you, we invite you to post those questions on this BLOG.
posted by Heritage Institute Blog at
10:06 AM
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