Absolute Trust Talk

126: Understanding Multigenerational Estate Planning Part 1


Listen Later

The battle between the generations is real and seems to be everywhere. Yes, generational divides even play a role in estate planning. In fact, estate plans nowadays are built around more diverse and multigenerational families than ever before. In this new episode of Absolute Trust Talk, we are joined by psychotherapist and certified coach Tess Brigham, MFT, BCC. Tess specializes in helping young adults discover their unique life path to enter the world and make an impact. Join us as we discuss how the generations are defined, what makes each one unique, and how these factors influence estate planning.

Time-stamped Show Notes:

0:00 Introduction

1:18 Please join us in welcoming expert psychotherapist, certified coach, author, and public speaker Tess Brigham!

3:26 To begin our discussion, Tess lays a foundation by defining the various generations, starting with the Silent Generation.

4:58 Next, we discuss the Baby Boomers, who currently make up about 20-25% of our population.

5:53 Gen X: Raised on hose water and neglect, those born between 1965 and 1980.

6:57 Millennials have gotten a lot of negative attention, so we're digging in to get a deeper understanding.

10:51 Finally, listen in to find out what makes Gen Z so different from the rest.

12:28 Here, we discuss some of the main things that determine generational differences. These include world events, parenting styles, research, and the environment.

19:25 Did you know that generational differences have a fairly large impact on estate planning? Listen in to learn more, especially regarding living situations.

28:14 In this episode, we delve into important details about the impact of different generations' upbringings and how they influence certain estate planning decisions. We're just getting started! Thank you, Tess. We can't wait to continue our discussion with you in Understanding Multigenerational Estate Planning Part 2!

Take the Next Step in Your Estate Planning Journey

If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll:

  1. Learn about your unique situation and goals
  2. Answer questions about our services
  3. Determine if we're the right fit to work together

Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today.

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast.

Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.

...more
View all episodesView all episodes
Download on the App Store

Absolute Trust TalkBy Kirsten Howe: Attorney and podcaster

  • 5
  • 5
  • 5
  • 5
  • 5

5

22 ratings


More shows like Absolute Trust Talk

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,083 Listeners

The Daily by The New York Times

The Daily

112,572 Listeners

Up First from NPR by NPR

Up First from NPR

56,563 Listeners

Turn Autism Around by Dr. Mary Barbera

Turn Autism Around

342 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

47 Listeners

Frequent Miler on the Air by Frequent Miler

Frequent Miler on the Air

638 Listeners

Chasing Life by CNN Podcasts

Chasing Life

8,194 Listeners

Geobreeze Travel by Julia Menez

Geobreeze Travel

406 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

15,995 Listeners

HER Style Podcast | Shopping, Color Palettes, Fashion, Wardrobe, Outfits, Clothing by Heather Riggs - Stylist, Image Consultant & Color Analyst for Women

HER Style Podcast | Shopping, Color Palettes, Fashion, Wardrobe, Outfits, Clothing

169 Listeners