Heritage Planning

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  Join the Conversation During Heritage Planning Month

  By Cameron Thornton, The GenUS Collaborative  |  May 1, 2012

  During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.

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  Heritage Planning Pt. 8, Bringing Families Together Financially

  By Cameron Thornton, The GenUS Collaborative  |  April 18, 2012

  The Family Bank: how to build it; what it accomplishes for each family.

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  Heritage Planning Pt. 7: Fostering Healthy Family Dynamics

  By Cameron Thornton, The GenUS Collaborative  |  March 23, 2012

  In the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.

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  Heritage Planning Pt. 6, Enhancing Multi-Generation Communication

  By Cameron Thornton, The GenUS Collaborative  |  February 29, 2012

  A key part of the family governance process: holding a family event called Heritage Day.

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  Heritage Planning Pt. 5: Process for Creating the Heritage Statement

  By Cameron Thornton, The GenUS Collaborative  |  February 2, 2012

  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.

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  Heritage Planning Pt. 4: Creating a Family Story and Legacy

  By Cameron Thornton, The GenUS Collaborative  |  January 13, 2012

  For your consideration: the process of creating a family’s living chronicle for the client and the client's family—a heritage statement

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  Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided Discovery

  By Cameron Thornton, The GenUS Collaborative  |  December 16, 2011

  Presenting a unique kind of interview process to help couples and families—your clients—identify their family’s unique values

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  Heritage Planning, Pt. 2: The Future of Your Clients’ Families

  By Cameron Thornton, The GenUS Collaborative  |  December 5, 2011

  A comprehensive solution to closing the gap in family heritage planning.

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  Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational Planning

  By Cameron Thornton, The GenUS Collaborative  |  November 17, 2011

  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.