Gratuit avec l'essai de 30 jours
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Entrusted
- Building a Legacy That Lasts
- Narrateur(s): Andrew L. Howell
- Durée: 5 h et 28 min
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Entrusted
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Description
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 resources 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.
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. Entrusted families have goals that are both deep and broad. They're less interested in preparing their families to be rich and more interested in preparing them to manage, sustain, and carry on a rich legacy.
Ce que les auditeurs disent de Entrusted
Moyenne des évaluations de clientsÉvaluations – Cliquez sur les onglets pour changer la source des évaluations.
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Au global1 out of 5 stars
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Performance1 out of 5 stars
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Histoire1 out of 5 stars
- dobrophonic
- 2020-03-16
Little of real value
This is essentially one long, fear-mongering anecdote about how if people get things given to them they don't appreciate them. Perhaps this lesson applies to the children of the 1% who have never known hard times, but most folks from the working and middle classes understand the value of assets, and respect the sacrifices their ancestors made to pass them on. If you are so wealthy that you don't want to give everything to your children for fear that they will never work a day in their lives, then maybe you should look at changing the system that allows small groups of people to accumulate such obscene amounts of wealth. Give your money away to causes you value while you're still alive rather than hoarding it until you can't spend it anymore.
Ultimately this book encourages parents to enrich the descendants of others, rather than their own. While it may convince a few people, it's ultimately at odds with one of the cornerstone principles of life in general: parental investment. You don't need to believe in evolution to understand that parents who invest in their children, both mentally and physically, will have the most successful long-term outcomes. Basically, if you've done your job as a parent, you shouldn't need to worry about what will happen if you pass the bulk of your wealth on your children (unless that wealth is obscene - then maybe this book is for you).
As others have noted, there are not a lot of actual details about estate planning in this book, so it's basically just a work of anecdotal philosophy, unburdened by evidence or common sense. While this book might make you challenge your assumptions and make you think about the issues, some careful reflection will make it clear that those age-old assumptions are still valid today.
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