Entrusted : building a legacy that lasts / David R. York, Andrew L. Howell.
| Author/creator | York, David R. |
| Other author | Howell, Andrew L. |
| Format | Book |
| Publication Info | Salt Lake City, Utah : YH Publishing, ©2015. |
| Description | xix, 214 pages ; 23 cm |
| Subjects |
| Contents | Estate planning today and why it's broken -- Discipline 1: entrusted families know who they are and what they believe -- Discipline 2: entrusted families prepare the family for the wealth and not simply the financial wealth for the family -- Discipline 3: entrusted families maximize the positive benefits of holistic wealth and minimize the negative effects of financial wealth -- Discipline 4: entrusted families focus on flint and kindling, not on the fire -- Discipline 5: entrusted families are generous -- Discipline 6: entrusted families preserve and protect wealth -- Discipline 7: entrusted families design and implement dynamic governance -- The entrusted planning process. |
| Abstract | Entrusted lays out the foundations of Entrusted Planning process, which aligns the principles and values of a family with their tangible assets and prepares future generations to build a true and lasting legacy. It's a process that draws from the very origins of estate law, which placed the highest value on who was involved--on who was entrusted. Entrusted Planning goes back to preparing beneficiaries for wealth beyond just the legal concept of a trust and takes into account the relational maturation of the person or persons being entrusted as stewards of resources, not just consumers and users of it. Entrusted Planning is about transferring opportunities instead of just assets and doing so over multiple generations. By focusing on the means to an end (education, personal character, home ownership, entrepreneurship, charitable service) as opposed to the end (stocks, bonds, real estate, and businesses), Entrusted Planning has the greatest potential to do the maximum amount of multigenerational good with the least amount of collateral damage. |
| LCCN | 2015955219 |
| ISBN | 9780692558263 |
| ISBN | 0692558268 |
Availability
| Library | Location | Call Number | Status | Item Actions |
|---|---|---|---|---|
| Joyner | General Stacks | HG179 .Y67 2015 | ✔ Available | Place Hold |