In this episode of The Human Side of Wealth podcast, the conversation moves beyond wills, trusts and legal documents to focus on a question many families overlook: how do you prepare the people who will eventually inherit wealth? Andrew, Brad and Steve discuss why the biggest estate planning challenges are often family challenges, and why communication matters just as much as financial planning. 

The discussion explores common reasons families avoid talking about money and why family meetings can help prevent future misunderstandings. They also cover key decisions around executors, trustees, powers of attorney, gifting strategies, family businesses and balancing fairness with family harmony. 

Watch now to learn why a successful legacy is about more than transferring assets—it’s about preparing future generations to steward wealth responsibly and strengthening family relationships along the way.