Integrity and Honesty: Teaching Your Children Their Inheritance Story

In this podcast, we continue our conversation with Stacy Derby about the importance of sharing family stories to help families with legacy wealth transfer. Mike Zolno, my legal assistant Alexandra, Stacy and I talk about MY personal story with Sudden Wealth and why it is important to teach our children with integrity and honesty when bringing them into the inheritance discussion.

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People who receive financial windfalls often lose the money. This podcast explores the reasons this happens and how it can be prevented. This is relevant to you if you have children or others who will be inheriting from you when you pass away. It is relevant if you expect to receive an inheritance. Or perhaps you will be receiving a windfall in another way, such as selling a company.