Masking Tape to Trusts: How Families Really Pass Down Value

What if legacy planning isn’t just for the ultra-wealthy? In this episode, financial advisor Murrell Winter reveals why everyone should think about their legacy—no matter their net worth. Discover the emotional and practical sides of passing on wealth, the surprising statistics about generational inheritance, and how simple conversations and the right documents can shape your family’s future. Real stories, actionable advice, and a fresh perspective on building a legacy that lasts.   Ready to build your retirement plan? Click here to connect with Murrell and the team today! Follow us on social media: Facebook | InstagramSee omnystudio.com/listener for privacy information.