Entrusted: Building a Legacy That Lasts

by Andrew L. Howell and David R. York

Howell and York, both estate planning attorneys, noticed a recurring gap in their work. Careful legal plans rarely prepared heirs for the actual wealth they were about to receive.

Their answer is what they call “Entrusted Planning,” passing down values and character alongside assets. This shifts the focus from transferring money to transferring readiness.

• Knowing your family’s core identity and beliefs
• Preparing the family for wealth, not just wealth for the family
• Maximizing wealth’s benefits while minimizing its harms
• Building generosity into the family’s core disciplines

Discover seven disciplines drawn from real, successful multigenerational families, and learn how legacy is about transferring opportunity and character, not simply stocks, bonds, and property.