For most people, planning is a two-part process; it begins with financial planning, which helps to grow the assets, and ends with estate planning, which passes the assets to the heirs. 

 

However, for as long as records have been kept, nine out of ten inheritance plans have ultimately collapsed.  Not only is the money lost, but the family unity, its traditions, and even the family’s unique story are often destroyed.  To achieve your vision for your family’s future, a third element of planning is necessary. It is called heritage planning.


Have you ever wondered if your legacy will only have meaning to your family  long after you are gone? Through The Heritage Process,TM you will see  how your legacy can benefit your family right now.  The Heritage Process is the best, most proven kind of heritage planning available.   It will open new horizons of discovery, accomplishment and unity for you and your family.   Thousands of people have experienced this transformational process.  You can, too. 

 

The Heritage Institute, LLC

7724 SE Aspen Summit Drive, Suite 202, Portland, OR 97266 - (503) 771-2257

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