There Won't Be a Great Wealth Transfer | Bryan Walley

Everyone is waiting on the great wealth transfer. Less than half of Americanhomeowners have a will, which means a lot of it goes to probate instead. In this episode, Bryan Walley, cofounder and CEO of Forward Inheritance and arepeat founder with 25+ years in tech and fintech, joins host Niki Weiss totalk about why paperwork gets put off until a crisis forces it, the estatemistakes people make after they think they are done, and what it looks like torun the business of the family like a business.WHAT YOU WILL LEARN- Why funding a trust is a separate step from creating one, and what happens  when you skip it- Why a beneficiary designation on a retirement account or life insurance  policy overrides your will- The five life events that move estate planning from someday to today- How to open family conversations about the estate without leading with money- Why organizing the estate has to come before trying to optimize it Live fully, die ready.