Building wealth is one thing, but taking steps to protect it and create a lasting legacy is an entirely different challenge many entrepreneurs fail to consider. Imagine not setting up a trust and having your hard-earned wealth stuck in probate – not a pretty picture. And remember, if you're not taking control of this process, someone else will.
That’s why I'm excited to be talking with Andrew L. Howell, an expert in estate planning and wealth transfer.
Andrew is the Co-Founder and Managing Partner of the law firm York Howell, one of Utah’s 100 Fastest Growing Companies and the only law firm in Utah to receive this award. He has over 21 years of experience assisting ultra-high-net-worth clients in creating tailored estate plans, focusing on helping families increase harmony and purpose in their family planning.
A focal point of our discussion is the pivotal role of trusts in building wealth legacies. We unpack how a well-structured trust can serve as a robust vehicle for wealth transfer, aiding in the creation and preservation of generational wealth.
Andrew shares his knowledge and insights on how trusts can shape a legacy that's about more than just financial riches. It's about nurturing harmony, purpose, and a sense of stewardship within families.
In this episode, you’ll learn:
✅ Tax-efficient strategies for estate planning and asset protection.
✅ Smart strategies for avoiding the mess of asset-related lawsuits.
✅ Techniques to facilitate a smooth multi-generational wealth transfer.
Free Gift
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Show Notes: LifestyleInvestor.com/142
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