Shownotes
We often say, “Where there’s a will, there’s a way.” But when there’s no will, settling an estate can become far more complicated than many families expect.
In the latest episode of The Prosperous and Happy Life, I sit down with Dr. Thomas Deans, author of The Happy Inheritor and an expert on family wealth and legacy planning. Together, we explore what really happens when wealth passes from one generation to the next, and why it doesn't always go as planned.
In this episode, we discuss:
- Common estate planning mistakes
- Why family conversations about inheritance matter
- How to prepare heirs, not just assets
- Practical steps families can take to help preserve wealth and reduce future conflict
You can visit Dr. Deans' website here.
The Happy Inheritor can be purchased here.