Legacy Planning – Future generations

Legacy Planning is a process which is designed to articulate, create and implement a Wealth for Life plan that is consistent with your values and wishes. Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their inheritance and in doing so, create a lasting legacy.

Take a look at the questions below, then contact us to explore how the Hereditas ®legacy planning process can help you retain your families wealth for generations to come.

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Do you understand the difference between leaving an inheritance and leaving a legacy?

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Did you begin your estate planning process with any specific long term plans for your beneficiaries beyond the distribution of financial assets?

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Do you believe it is important for your beneficiaries to understand the relationship between the values you have lived by and the success you have enjoyed?

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Do you think your beneficiaries could benefit from the lessons you have learned and the mistakes you have made?

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Are your beneficiaries aware of the tremendous opportunities and challenges which inherited wealth presents?

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Do your beneficiaries understand that they have a responsibility to protect your legacy?

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