Today’s guest is Andrew Howell, he is the co-founder and managing partner of York Howell, a firm recognized as one of Utah's top workplaces, specializing in estate planning, asset protection, and business structuring. With over 21 years of experience, Andrew’s expertise shines as he shares invaluable insights into the world of wealth transfer and financial security.

Inspired by his grandfather, a Harvard Law graduate and noted estate planner, Andrew advocates for a personalized, value-driven approach that underscores the importance of strong core values.

Andrew explains how his firm utilizes unique tools like COREnology to align family values and priorities, creating a framework for multi-generational wealth transfer that goes beyond financial assets to include legacy and core values.

In this enlightening episode, Andrew delves deep into essential estate planning strategies including asset protection, engaging family members in financial discussions, and understanding and aligning family values for enduring wealth preservation. He demystifies complex terms and offers practical advice for listeners ranging from young adults to high net worth individuals.

In this episode, we discuss:

1. The importance of hiring advisors and scheduling regular meetings.

2. Creating family gratitude and effectively involving family in financial discussions.

3. Asset protection strategies including the use of LLCs and trusts.

4. Aligning family values and priorities with tools like COREnology for a lasting legacy.

Click here to learn more:

https://pantheoninvest.com/episode141

Mastering Estate Planning: Core Values, Asset Protection, and Family Involvement 51:45 Share

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Mastering Estate Planning: Core Values, Asset Protection, and Family Involvement