Recommended Reading

Entrusted: Building A Legacy That Lasts

By David R York and Andrew L Howell

This book can radically change the way you think about a lasting legacy that impacts your family for generations without just dividing up your estate to your heirs or charity at your demise.

This book guides you to a holistic view of using the wealth you’ve built to preserve, protect and prepare your family on how to be good stewards of not only their money, but the money that you provide them.

Why should you ultimately deploy your financial assets at death the way that you would never have done while you were alive? “Entrusted, Building a Legacy That Lasts” explains why the model for estate planning today (Divide, Gift, Deferred, or Dissipate) is fundamentally flawed, especially for higher net worth individuals and family, and how it can be fixed. Entrusted is written by two estate planning attorneys who have worked for years with families of all shapes and sizes. Entrusted reviews the seven disciplines employed by families who successfully capture and pass wealth in all of its forms to successive generations.

This is a must-read book for anyone that wants to pass on assets to their children, grandchildren, and great-grandchildren.


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Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy

By Bill Bachrach

Most people I talk to do not know where to begin and often feel overwhelmed when discussing financial planning. I am a firm believer in financial education, and this book has a special place in my personal library. If you want to make smart choices about money, based on what is important to you—your core values—this book is for you. It will help you build a financial strategy, starting with what is truly important to you. By defining these unique values, you can create a plan that not only looks good on paper but spurs you to follow through and achieve your goals. This book will help you realize what’s important to you, align your financial choices with the life you want, and become inspired to do what it takes to get yourself there. This book can be a valuable tool for people who are serious about financial success.


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