Could you repeat that?

How was it you said that The Heritage Process fits into the planning sequence?

That's easy: there are three elements to effective multi-generational planning:

• Element 1– Financial Planning, which prepares and protects your assets during your lifetime;

•Element 2 –Estate Planning, which prepares your assets for your family; and

•Element 3–Heritage Planning, which prepares your family to receive their inheritance (and which includes far more than just your assets).