A historic transfer of wealth is underway—but preparation is lagging behind. This episode with Joe & Julia Valenzuela examines the coming trillions moving from parents to children and the mistakes that can quietly erase inheritances. The conversation covers beneficiary education, debt traps, tax consequences, and why good intentions often collide with poor execution. It’s a candid look at how wealth transfers succeed—or fail—long after the paperwork is signed.

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