The Heritage Institute

Happy Thanksgiving! #thankful #Thanksgiving2024

For Black Friday only, we are offering Better Listening, Better Questions, Better Relationships LIVE Virtual Training Academy at 50% off! This exclusive Black Friday offer goes live this Friday, November 29th. Register this Friday and unlock the Super Sale rate! Plus, get early access to 4 pre-session videos to start implementing new tools and skills before the year ends. And then during our LIVE session you will have opportunities to share your experiences for peer-to-peer learning and feedback. Don't wait—your future self will thank you! LIVE Virtual Training Options: January 16 - https://cvent.me/aEyr13 March 11 - https://cvent.me/4l0lGq #SuperSale #LevelUp #BlackFridayDeals2024

Holiday Season Greetings from The Heritage Institute! #Thanksgiving #thanksgiving2024 #Hanukkah #Hanukkah2024 #Christmas #Christmas2024 #newyear #newyear2025 https://lnkd.in/ehmWPBMV

?? 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