Traditional Financial and Estate Plans Won't Work Without Third
Crucial Element
the world's foremost authority on multi-generational planning, has
deemed
families, professional advisors and non-profits on why
90% of families fail to keep their unity and their assets together for
more than three generations, and what the 'successful' 10% do
differently. Professional advisors, non-profit organizations,
educational institutions and foundations associated with The Heritage
Institute nationwide will present a series of approximately two dozen
heritage planning educational events, open to all audiences.
The purpose of these informative events is to educate, inform and
raise the awareness of heritage planning. In addition, the workshops
will explain how heritage planning fits with traditional financial and
estate planning, and demonstrate why heritage planning is the
foundational planning element for anyone who is concerned about the
health and unity of their family today, and for generations to come.
"The ongoing failure of traditional planning, without the element of
heritage planning, has enormous consequences for families, individuals
and non-profit organizations. Based on research from Williams &
Preisser, 85% of families who have failed to maintain their wealth did
so due to lack of communication and trust, or due to unprepared
heirs. Therefore, we feel it is crucial that the public, professional
advisors and non-profits throughout the nation become aware and
educated on how to successfully implement heritage planning into their
lives and their client's lives," said
Institute.
Events will occur via live webinars, in professional offices,
non-profit organization meeting rooms, college and university
conference centers and civic center meeting facilities nationwide.
Three different workshops are available that will be tailored for the
general public, professional advisors and non-profit institutions.
webinars nationally from the campus of
— A webinar for professional advisors will be held on
— The webinar for the general public will be held on
— Both webinars can be accessed at
http://www.acu.edu/advancement/heritage
For a listing of all the events that will be held nationally during
http://www.heritageplanning.org/Heritage/HPM_Events.html
About The Heritage Institute
community of like-minded men and women dedicated to making a
difference in the world. Members include professionals from a variety
of financial, legal, insurance, non-profit and other advisory and
client-service professions. THI created The Heritage ProcessT to be a
bridge between the 'products' of traditional planning (things like
wills and trusts) and the hopes and dreams that parents and
grandparents have for their family to be unified, productive and
healthy for many generations. To achieve that goal, the family must
learn to identify what matters most to them, how to work together, and
how to equip succeeding generations to deal with the responsibilities
and opportunities of both the financial and the emotional inheritances
they will receive. Advisors trained to provide the Heritage ProcessT
are located in the
information, visit http://www.theheritageinstitute.com.
SOURCE
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| Copyright: | (c) 2012 The Associated Press |
| Source: | Associated Press |
| Wordcount: | 564 |
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