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Reclaiming Control, Legacy, and Family Dynamics: Estate Planning with Anne Rhodes & Dave Haughton | Treussard Talks (E06)

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On this episode, I sit down with Anne Rhodes, Chief Legal Officer at Wealth.com, and estate attorney Dave Haughton for an important conversation about reclaiming control, navigating family dynamics, and how proactive estate planning shapes our wealth, legacies, and relationships across generations.

Anne and Dave share their journeys from major law firms to legal tech and public education. We dig into why estate planning is about much more than technical documents or tax savings—it’s about empowering families, resolving conflict before it starts, and connecting actions to the things that matter most.

You’ll hear us cover:

  • Anne and Dave’s paths from traditional law practice to digital estate planning and legal innovation
  • Essential estate planning documents to have at every life stage, from powers of attorney for young adults to advanced trusts for complex family dynamics
  • Probate, incapacity, and even the importance of sticky notes (literal and metaphorical) on personal possessions
  • Why “everyone has a plan—the question is, who wrote it: you, or the state?”
  • Family dynamics, inertia, and why tough conversations are actually an act of care
  • Real stories about inheritance, meaningful heirlooms, and the ripple effects of legacy (monetary and otherwise)
  • Procrastination and psychology: why we avoid planning, and the accessible paths forward
  • The purpose behind planning: honoring true intentions, empowering the next generation, and repairing or deepening family relationships both now and after we’re gone

    • Anne and Dave bring deep experience, candor, and commitment to making estate planning more accessible and human. Their perspectives help families tackle the hurdles, have the tough conversations, and make choices today that will outlast tomorrow.

    If you want to understand how estate planning shapes not just what you leave behind, but the very fabric of your family and your community, this episode is essential listening.

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    If you found this conversation helpful and want more thoughtful, candid insight at the intersection of money, meaning, and modern wealth, sign up for my free newsletter, Wealth, Empowered. Get practical insights and stories in your inbox every two weeks: https://wealth-empowered.beehiiv.com/ 

    DISCLAIMER: The content of “Treussard Talks” is for informational purposes only and should not be considered financial advice. The views expressed are those of Jonathan Treussard and his guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult their own financial advisors before making investment decisions. Go to treussard.com for additional disclaimers.

    01:00 — Anne & Dave’s backgrounds: law, technology, and family journeys

    05:00 — What is estate planning? Powers of attorney, wills, and basic strategies for every stage of life

    12:00 — Probate avoidance, sticky notes, and making your intentions clear

    20:00 — Family dynamics, psychology, and approaching tough conversations

    26:00 — The ripple effect of planning: legacy, meaning, community

    35:00 — Rapid-fire questions: favorite word, fear, legacy, and more

    38:00 — Closing thoughts: empowering the next generation, and the practical joy behind making a difference

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    Treussard Talks.By Jonathan Treussard, Ph.D.