Heritage Planning creates a foundation upon which families can plan for and accomplish what matters most to them today, and for generations to come. Also known as the “3rd element of planning” it is a powerful stabilizer for your financial and estate planning .
Financial Planning: Grows and protects your assets. This type of planning can range from monthly household budget to complex, long-range planning designed in consultation with professional planners.
Estate Planning: Passes your assets to your heirs. This type of planning can mean anything from a simple will to dynasty trusts, offshore planning, and multi-faceted philanthropic plans.
Heritage Planning: Prepares your heirs to receive both their financial as well as their emotional inheritances. This type of planning provides the clarity of value and intention to help shape and guide the decisions people make regarding their financial and estate planning. It can be as simple as creating special family traditions that foster communication between family members, to the establishment of multi-generational family governance structures.
Research shows that families who remain strong and unified for generations incorporate emotional inheritance as an important part of their overall planning strategy.
Heritage Planning grew out of research that sought to discover the secret of families who thrive and prosper generation after generation, through war and depression and political upheaval and all of the ups and downs of real-world family dynamics.
Working with Encompass Resources, you will learn how Heritage Planning draws upon the best in your family’s past to strengthen your family now, and to help prepare your children, grandchildren and generations to follow to live fuller, richer, and more fulfilled lives. You will create a plan for integrating heritage planning into your life right now, from simple activities you can do on your own to more formal planning you can do with advisors.
Your Heritage Planning story starts here.
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