Ep 66: Navigating Inherited Wealth

There's a major financial shift quietly unfolding right now that's likely going to impact millions of families over the next couple decades. And while most people think of inheritance as purely a financial event, the reality is that it touches emotions, relationships, planning, taxes, and even personal identity in ways that often go completely unspoken. Today we want to explore some of the conversations families aren't having — but probably should be. You can find show notes, resources, and more at: https://medspafinancial.com