#37 Inheritance or Invitation? | Why Wealth Without Meaning Divides Families
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#37 Inheritance or Invitation? | Why Wealth Without Meaning Divides Families
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About this listen
Every family hopes their inheritance will be a blessing — but too often, it becomes a burden. In this episode of the Legacy Life Podcast, we explore why money transfers fast, but meaning doesn’t, and how families can move from simple inheritance to intentional invitation.
You’ll learn: • Why equal isn’t always fair — and how “intentional” planning builds unity • How to shift your family from entitlement to stewardship • The importance of inviting heirs into conversations before the will is read • Real examples of families who turned wealth into mission • Why long-lasting families focus on values, not just value
Backed by research from Dr. Dennis Jaffe, author of The 100-Year Family Enterprise, we discuss practical ways to include your family in legacy planning — from family meetings to mission statements to charitable trusts that connect purpose across generations.
Because true inheritance isn’t money — it’s meaning.
📅 Book a free legacy & estate planning session: [Calendly Link]
#InheritancePlanning #GenerationalWealth #FaithAndFinance #LegacyLifePodcast #FamilyLegacy #EstatePlanning #WealthTransfer #FinancialWisdom