Join the Conversation During Heritage Planning Month
During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
Heritage Planning Pt. 8, Bringing Families Together Financially
The Family Bank: how to build it; what it accomplishes for each family.
Heritage Planning Pt. 7: Fostering Healthy Family Dynamics
In the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.
Heritage Planning Pt. 6, Enhancing Multi-Generation Communication
A key part of the family governance process: holding a family event called Heritage Day.
Heritage Planning Pt. 5: Process for Creating the Heritage Statement
To create true multi-generational planning, you have to have the right advisor team and engage your client to define a shared vision. Here's where to start.
Heritage Planning Pt. 4: Creating a Family Story and Legacy
For your consideration: the process of creating a family’s living chronicle for the client and the client's family—a heritage statement
Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided Discovery
Presenting a unique kind of interview process to help couples and families—your clients—identify their family’s unique values
Heritage Planning, Pt. 2: The Future of Your Clients’ Families
A comprehensive solution to closing the gap in family heritage planning.
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational Planning
In the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.