15 – The Inheritance Dilemma: How to Leave a Legacy Without Creating Family Drama
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15 – The Inheritance Dilemma: How to Leave a Legacy Without Creating Family Drama
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives deep into the world of estate planning—and the surprising complications that come with it. From deciding between “equal” and “fair” inheritance splits to using life insurance to balance out gifts between children, Stewart reveals the often-overlooked strategies that can protect your legacy and your relationships.
You’ll also hear stories of sudden windfalls, poorly handled inheritances, and why Stewart says your estate plan should be about more than just money—it’s about keeping your family together. Plus, learn why powers of attorney, trust ownership of assets, and clear goals for your estate are essential if you're a business owner or just want to avoid probate.
If you want to ensure your family stays intact long after you're gone, this episode is packed with practical advice, real stories, and proven strategies to do just that.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary estate planning and portfolio review.