A Slice of Advice

The Estate Planning Move Most Families Get Wrong


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What happens when a parent wants to leave money to their child but keep it out of the son‑in‑law’s hands? This episode dives into the real‑world concerns families face when planning their legacy, from protecting inheritances in the event of divorce to avoiding common estate‑planning pitfalls. Kelton Burgess breaks down how trusts, beneficiary designations, and proper financial structuring can help ensure assets stay in the bloodline. He explains why choosing the right trustee matters, how to avoid co‑mingling inherited funds, and why DIY legal tools often lead to trouble.

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A Slice of AdviceBy Kelton Burgess