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"Inheritance Gone Wrong: Lessons from a $14 Million Loss with Paul Deloughery"
In this episode of Estate Planning Nightmares… and How to Avoid Them!, host Jon Braddock is joined by seasoned estate planning and probate litigation attorney Paul Deloughery, who brings over 25 years of experience to the discussion.
Paul shares his personal story of inheriting $14 million and losing a significant portion of it due to a lack of preparation, an experience that inspired him to write
his book, Lasting Wealth – A Revolutionary Method of Family Wealth Transfer. And his latest book Probate Made Simple.
Together, they delve into some common estate planning pitfalls, including parents trying to save money by not formalizing an estate plan, last-minute document changes
that throw families into legal chaos, and the risks of giving financially irresponsible heirs direct access to large sums of money. Paul explains why estate planning is about much more than just documents—it’s about family culture, communication, and trust.
Tune in for practical insights on how to avoid these all-too-common nightmares and ensure your family is truly prepared for the future.
Contact Info:
Paul Deloughery, ESQ.
Sudden Wealth Protection Law
7600 N. 15th Street
Phoenix, AZ 85020
Phone: 602-443-4888
Email:
Website:
https://suddenwealthprotectionlaw.com/
LinkedIn:
https://www.linkedin.com/in/pauldeloughery/
Get Paul’s Books on Amazon:
Lasting Wealth:
https://www.amazon.com/Lasting-Wealth-Revolutionary-Method-TransferTM/dp/B099TLJR5X/
Probate Made Simple:
https://www.amazon.com/Probate-Made-Simple-Ensure-Harmony/dp/B0CXD3QK6X/
View all episodes
By Jonathan Braddock
4.5
44 ratings
In this episode of Estate Planning Nightmares… and How to Avoid Them!, host Jon Braddock is joined by seasoned estate planning and probate litigation attorney Paul Deloughery, who brings over 25 years of experience to the discussion.
Paul shares his personal story of inheriting $14 million and losing a significant portion of it due to a lack of preparation, an experience that inspired him to write
his book, Lasting Wealth – A Revolutionary Method of Family Wealth Transfer. And his latest book Probate Made Simple.
Together, they delve into some common estate planning pitfalls, including parents trying to save money by not formalizing an estate plan, last-minute document changes
that throw families into legal chaos, and the risks of giving financially irresponsible heirs direct access to large sums of money. Paul explains why estate planning is about much more than just documents—it’s about family culture, communication, and trust.
Tune in for practical insights on how to avoid these all-too-common nightmares and ensure your family is truly prepared for the future.
Contact Info:
Paul Deloughery, ESQ.
Sudden Wealth Protection Law
7600 N. 15th Street
Phoenix, AZ 85020
Phone: 602-443-4888
Email:
Website:
https://suddenwealthprotectionlaw.com/
LinkedIn:
https://www.linkedin.com/in/pauldeloughery/
Get Paul’s Books on Amazon:
Lasting Wealth:
https://www.amazon.com/Lasting-Wealth-Revolutionary-Method-TransferTM/dp/B099TLJR5X/
Probate Made Simple:
https://www.amazon.com/Probate-Made-Simple-Ensure-Harmony/dp/B0CXD3QK6X/
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