#37 Inheritance or Invitation? | Why Wealth Without Meaning Divides Families

2025-11-17

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...

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

Comments (3)