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142: Trusts, Taxes, and Wealth Preservation Secrets with Andrew L. Howell
Manage episode 371206181 series 2827607
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
Get Andrew's COREnology Reporting System. Visit LifestyleInvestor.com/142
Show Notes: LifestyleInvestor.com/142
Free Strategy Session
For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.
Connect with Justin Donald
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
186 에피소드
Manage episode 371206181 series 2827607
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
Get Andrew's COREnology Reporting System. Visit LifestyleInvestor.com/142
Show Notes: LifestyleInvestor.com/142
Free Strategy Session
For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation
The Lifestyle Investor Insider
Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider
Rate & Review
If you enjoyed today’s episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.
Connect with Justin Donald
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
186 에피소드
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