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How to Transfer Wealth the Right Way

generational wealth

wealth transfer

estate planning

family legacy

financial stewardship

wills and trusts

inheritance planning

probate process

legal insights

wealth management

catholic finance

avoiding probate issues

legacy building

financial education

responsible wealth

planning for the future

protecting your assets

family communication

multigenerational planning

estate lawyer advice

estate planning attorney

financial planning

living trust

finance

Автор: Taylor Frigon Capital Management

Загружено: 2025-11-14

Просмотров: 0

Описание: Most families want to transfer wealth smoothly across generations, yet few truly understand how the process works or how easily it can go wrong. In this episode of the Just Steward Podcast, hosts Michael Frigon and Doug Connolly sit down with estate planning attorney Ryan Scharber to break down generational wealth transfer, financial stewardship, and what really happens behind the scenes when trusts, wills, and estates move through the legal system. This conversation uncovers the essential planning steps every family should take, the biggest mistakes that disrupt inheritances, how courts handle estate disputes, and how to create a clear plan that protects your values and your assets. Whether you are planning your legacy or preparing to inherit one, this episode offers practical, faith-aligned guidance to help families succeed across generations.

#wealth #wealthplanning #wealthtransfer

At Taylor Frigon Capital Management, we help people build wealth by investing in companies that adhere to the virtues and values inherent in those principles, and that have extraordinary vision for achieving their business goals.

Connect with us: https://www.taylorfrigon.com
18835 N Thompson Peak Pkwy Ste C-200 | Scottsdale, AZ 85255

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How to Transfer Wealth the Right Way

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