The Heritage Institute

?? It’s a New Week, a Fresh Start! ?? A new week means new opportunities to reset, refocus, and reignite your goals. Whether it’s tackling a project, spending time with loved ones, or simply taking a moment to breathe, this is your chance to start again. ?? What’s one thing you’re excited to take on this week? #MondayMotivation #FreshStart #NewWeekNewGoals

Educate and Prepare Heirs...how can the new Delaware Trust Act of 2024 help you and your client families do that? Check out our latest blog to get the details: https://lnkd.in/gP-K3bdH

It All Begins with MINDSET! Your mindset shapes everything—your actions, your energy, and your results. Start each day believing in your potential, focusing on growth, and embracing challenges as opportunities. Do you keep the same mindset every day—whether it’s the start of the weekend or the start of the workweek? Remember, the right mindset is the key to unlocking your success. Happy Friday! #MindsetMatters #PositiveVibes #GrowthMindset

"I have received new insights and new skills. Training has stretched me." #TestimonialThursday

?? Big News for Families & Wealth Planning ?? The Delaware Trust Act of 2024 is packed with updates that could shake up how families and their trusted advisors approach multigenerational wealth planning. But don’t worry—this isn’t just for Delaware Trusts! The concepts in this Act can be adapted to a variety of strategies, making them relevant for families everywhere who want to pass on their legacy smoothly and thoughtfully. ???????? Why does it matter for your family? Because whether you’re a trustee, investment advisor, or someone simply looking to plan for the future, these updates are about creating more flexible and effective ways to manage and transfer wealth across generations. Check out our latest blog: https://lnkd.in/gP-K3bdH ?? Curious to learn more? This blog is a quick overview, and we’ll be diving deeper into the Act’s specific provisions in upcoming blogs. Stay tuned! #WealthPlanning #FamilyLegacy #DelawareTrustAct #GenerationalWealth

??Are your client families prepared for the unexpected? When the 'recordkeeper'—whether it's the family patriarch, matriarch, or a trusted advisor—can no longer fulfill their role, the family may face blind spots and uncertainty. ??? Check out Episode #32 of the Trust Advisor podcast where Rod Zeeb sits down with Josh Kanter of leafplanner to explore how a leafplan can transform how families and family enterprises manage their critical information. Learn how applying a family office lens to information collection, organization, and mapping can: ?? Uncover blind spots ?? Enable proactive and corrective actions ?? Educate family members and advisors ?? Ensure efficient and effective succession of information Don't miss this insightful conversation! https://lnkd.in/dKS5WJ5d #FamilyLegacy #FamilyOffice #LeafPlanner #SuccessionPlanning #Podcast

Happy National Philanthropy Day! National Philanthropy Day (NPD) acknowledges the entire spectrum of services provided by the nonprofit community and recognizes the profound impact that philanthropy has on the fabric of society. “Transformational philanthropy” may be a new term to some of you. Here is an easy way to understand the concept: imagine a gift that has as profound an impact on the donor who makes it (and often their family) as it does on the organization receiving the gift. That is the essence of transformational philanthropy. One of the most interesting things about the transformations that take place with this kind of gift is that there is no relationship between the size of the gift and the degree of transformation it can bring about. The transformation occurs not as a function of the size of the gift, but instead as a reflection of the passion behind the gift. One of our clients described the difference between a donor and a philanthropist this way: a philanthropist gives from their soul; a donor gives from their wallet. Another person said: “a donor goes to the charity’s auction to buy something (that they want or need!) at a discount, and then seeks recognition as a donor for doing so.” A philanthropist is the one who donates those items or spends their precious time obtaining the items in order to fulfill the mission of the organization.” So, how does a donor become a philanthropist? Read more.... https://lnkd.in/e63N4i29

The recently enacted Delaware Trust Act of 2024 introduces significant provisions that will impact planning professionals, Trustees, investment advisors and their clients, even if they do not have a Delaware Trust. The concepts in this Act will impact anyone involved in multigenerational wealth transfers (including families and all of their professionals) because the concepts described in this Act can be adapted to many other planning and wealth transition strategies and tools. This Article is a quick summary of the Act. We will be releasing additional articles/papers that will be more in depth on specific provisions within the Act.

"Really appreciated the live case study discussions." #TestimonialThursday

If you are a professional in almost any client-facing discipline, you will receive a huge ROI when you use the tools and principles you will learn. You will receive additional ROI as you integrate these principles into your personal life. Read our blog post to learn more: Unlock the Secrets of Enhanced Client Engagement: The “BBB” Training Difference https://lnkd.in/e63N4i29 REGISTER FOR "BBB" TODAY: https://cvent.me/aEyr13