resources

We love reading. So, forgive us if we nerd out a bit. This is the list of resources with some comments from Todd to help figure out which one best fits your situation. 

Here are Todd’s Top 3 legacy resources:

Entrusted:  Building a Legacy that Lasts  by David York and Andrew Howell.

Wonderfully Practical and field-tested guide to the wealth transfer. We say wealth transfer over estate planning because “entrusted planning” gets to all aspects of the planning.

Money. Money. Five Questions Every Family should ask about Wealth. by Wills, Parker and Sperry.

Great biblically driven book about talking about the non-financial aspects of money from men instrumental in building National Christian Foundation.

Family Wealth Continuity. By David Lansky

It’s more of a family business book but applies to continuity for family dynamics as well. David is wonderfully free of simple “do this it since it works for all families” advice. It’s practical and short with a great framework to transition family wealth. 

Maybe a fourth favorite, would be Navigating Life with More than Enough, but that seems a bit self-serving. But honestly, Todd still agrees with most of what he wrote there. The book covers the non-financial issues about money, family dynamics and in particular issues related money and kids.

Now here is our list of recommended resources. If we need more categories or titles, we’d love to get better. Also, let us know if we missed your favorite.