Entrusted: Building a Legacy That Lasts

Howell, Andrew L; York, David R

ISBN 10: 0692558268 / ISBN 13: 9780692558263

Editore: Yh Publishing, LLC, 2015

Book is in very good condition and may include minimal underlining highlighting. The book can also include "From the library of" labels. May not contain miscellaneous items toys, dvds, etc. . We offer 100% money back guarantee and 24 7 customer service. Codice articolo ZBV.0692558268.VG

Riassunto:

When it comes to estate planning and the effective transfer of wealth, most discussions involving the terms wealth and money use those terms interchangeably. Although the two are not the same, most estate planners today do not even broach this concept with their clients or include the less-tangible aspects of wealth as they draft an estate plan. They simply develop an estate plan that prepares the family’s financial assets to be dumped, divided, deferred, and dissipated among the members of the next generation. These estate plans typically reflect a very linear way of thinking. In other words, if transferring some amount of financial wealth is good, then transferring more financial wealth is better. Not only is this approach is myopic and simplistic, but it’s ultimately destructive because it focuses on the fire (the result) and not on the flint and kindling (the tools and urces that produce the result).
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 urces, not just consumers and users of it.  Entrusted Planning is about transferring opportunities instead of just assets and doing so over multiple generations.

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Titolo: Entrusted: Building a Legacy That Lasts
Casa editrice: Yh Publishing, LLC
Data di pubblicazione: 2015
Legatura: Rilegato
Condizione: very_good