Dear Mr. Rod Zeeb,
Before we started the process, I didn't think it would be appropriate for our family because we had already done our planning. We had a family LLC, a family foundation, and held family meetings each year. But, I was wrong. This process brought our family together and brought our estate and business planning documents to life. We have also inreased our commitment to philanthropy, and now have our entire family (including our grandchildren) involved in philanthropy.

I strongly encourage every family to complete the Heritage Process. If you are like me, this Process is different from anything you have done before - no matter how much planning you have done in the past - and will do more to bring your family together and to pass on the values that are unique to your family than your previous planning.

Sincerely, Dale

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It has nothing to do with money.
It's all about your family.

When people are surveyed about the hopes and dreams they have for their children, money is seldom mentioned. In fact, most say that their greatest hope is that their family will remain united, healthy and productive for generations. However, traditional inheritance planning looks only to the future of your money, not to the future of your family. Recent studies, plus our own experience working with thousands of families at all income levels, show that nine out of ten traditional inheritance plans will fail. And when they fail, families are often torn apart, and lives are destroyed. As for the wealth that should have benefited generations of heirs (and the causes in which they believed), the money is almost always gone in three generations, or less. We created The Heritage Process to be a 'bridge to the future.' It supplements traditional planning's focus on money with a process designed to help achieve what most people truly want for their loved ones. Through a remarkable Guided Discovery Process™, your personal vision for the future is identified and articulated. That vision becomes the framework for planning designed to strengthen and unify your family. Through The Heritage Process, you have the opportunity to create a meaningful and significant legacy of hope, family unity, community contribution and individual accomplishment that will benefit your family every day, for generations to come. The Heritage Process is for anyone who desires to share their values, as well as their valuables, with the people they love and the causes they support.