We’ve all heard of nightmare stories about inheritance gone wrong. Our mission today is to help you do it right. Inheritance, wealth transfer, wills, estate planning… whatever you call it, no matter the amount, it’s important to be intentional around how to best pass on property, money, and items after someone passes away.

This is kicking off our series this month “Things We’ve Been Putting Off.” We’re going to be talking about some areas we’ve been ignoring and what we can do to step into those arenas equipped and with courage.

This subject of estate planning is one of those subjects that we often avoid, yet it is extremely relevant to us as people in midlife, and it’s also relevant as our parents age.

Joining us to today are Sean and Jill Maher. Sean is a principal at Valley Forge Financial Group and CEO of Valley Forge Family Office in Pennsylvania. Jill is a licensed psychological counselor. This powerteam wrote the book, The Greatest Gift: Nine Principles to transfer your legacy along with your wealth.

In this conversation, we explore the complexities of inheritance, camping on themes you may not associate with estate planning such as family values, traditions, humility, and generosity. We discuss how these elements shape the way wealth is passed down and the emotional implications involved.

The Mahers share personal stories and insights on how to navigate difficult conversations about money and inheritance, highlighting the need for open communication and understanding within families. They also address the challenges of fairness versus equality in inheritance and the significance of creating a safe environment for these discussions.

This is a practical and helpful conversation you don’t want to miss!

LISTEN TO THE EPISODE

On iTunes or watch it here:

SOME THINGS YOU HEARD ON THE SHOW:

The Greatest Gift Book: to receive a $5 discount, enter code: ourtimetorise

Purposeful Planning Institute

Warren Buffet Talks to His Kids About His Will, You Should Too

John Gottman, The Four Horseman

QUESTIONS TO HELP YOU RISE

1. In what ways have you been avoiding a conversation regarding estate planning or money?
2. In what area can you practice the tool I feel I need?
3. How can you create a common purpose as a family?
4. What is one action step you can take this week regarding this topic?

LET’S CONNECT!

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