Passing on significant wealth is more than a financial transaction. It’s a family legacy decision. Done poorly, inheritances can create entitlement and division. Done right, they can inspire purpose, responsibility, and lasting values.

In this episode of Scaling Your Business & Wealth, Eric Tashlein CFP™, shares strategies for preparing your heirs and structuring your wealth transfer so it strengthens, not weakens the next generation.

What you’ll learn in this episode:

• Why “how” you pass wealth matters more than “how much”

• Common pitfalls families face when transferring large estates

• How to prepare children for financial responsibility

• Practical steps to align wealth with values and legacy

Whether you’re an entrepreneur, business owner, or high-net-worth individual planning for the future, this episode will help you protect both your wealth and your family.

🎧 Listen now and learn how to pass wealth with wisdom.