Mot of us are familiar with the two classic elements of planning. The first is Financial Planning, which prepares and protects your assets for you. The second is Estate Planning, which prepares your assets for your inheritors.
The Heritage Process is the third element in successful planning: it prepares your inheritors for their inheritance. For your planning to meet your objectives across generations, each of these three elements must be in place. To have only the first two elements in place would be like trying to sit for a long time on a two legged stool.
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