Author: derek@jensenestatelaw.com
The 14 Page Questionnaire That will Change Your Life with Tom Flannagan
What if the most important part of your estate plan isn't the trust — it's the questionnaire? Derek sits down with Tom Flannagan, the estate attorney who inspired Who Gets What?, to explore his comprehensive approach to planning that starts with 14 pages of questions most attorneys never think to ask. They cover risk mitigation,…
Wisdom and Family Wealth with Chris Kelley and Chad Johnsrud
BNY Wealth Advisors Chris Kelly and Chad Johnsrud join host Derek Jensen to address the complex realities of managing inherited wealth, discussing strategies, family values, and the intricacies of estate planning. They talk about the importance of planning, seeking professional help, and maintaining family communication to ensure the smooth transfer of wealth across generations. Chris…
Why Does Your Family Wealth Story Matter?
We’ve all heard the saying “shirtsleeves to shirtsleeves in three generations”—but why does this happen, and how can your family break the cycle? This episode dives deep into the often-overlooked foundation of lasting wealth: your family’s unique story, values, and relationships. True wealth continuity is a challenge of human dynamics, not just financial engineering. This…
Healthy, Wealthy and Wise with Covie Edwards Pitt
Derek Jensen sits down with Covie Edwards Pitt, author and the creative director of Balentine Partners and the founding director of Balentine's Center for Family Wellbeing. They discuss Covie’s book series 'Healthy, Wealthy, and Wise,' touching on Wealth 3.0 and how best practices in wealth advisory translate to real life. Covie shares the important lessons…
What Your Story Says About You with Caleb Breakey
Caleb Breakey, founder of Renowned Publishing, joins Derek Jensen for a conversation on the most powerful legacy-building tool we all possess: our story. Having guided over 200 people in transforming their lives into books, Caleb reveals why storytelling isn't just for authors; it's a sacred practice for anyone who wants their wisdom, values, and experiences…
HEIR-conditioning with Paul Adams
What is the true purpose of wealth? Is it independence, security, or leaving a mark? Financial philosopher and CEO & Founder of Sound Financial Group Paul Adams joins Derek Jensen for a profound conversation that moves way beyond the spreadsheet. They explore how to build a legacy defined not by the size of an inheritance,…
The Family Bank with Emily Griffiths-Hamilton
What’s the secret to keeping a family and its wealth intact for four generations? For author and CA Emily Griffiths-Hamilton, the answer isn’t in a trust fund; it’s in a value system. She joins host Derek Jensen to share her family’s extraordinary journey, revealing how they built a “family bank” rooted in social capital and…
Guiding Future Generations with Chip Fisher
What if everything you've been told about inheritance is wrong? What if a “silver spoon” isn't a privilege, but a profound responsibility? Chip Fisher, founder of Urusus Advisory, sits down with Derek Jensen to challenge the greatest taboo of wealth and the emotional weight it places on heirs. They explore how to transform an inheritance…
Who Gets What? | Trailer
Here's a question most people never ask: What will your family look like in 2125? Not just your assets. Your family. The people who will carry your name, your values, your stories — or won't. The relationships that will hold strong or fracture. The opportunities your decisions today will create or foreclose a century from…
From Seattle to Silicon Valley with Elijah Keyes
What does a California estate attorney see when he looks at Silicon Valley's wealth? Not just IPOs and unicorns, but a generation facing unprecedented legacy challenges. Elijah Keyes joins Derek Jensen with stories from the front lines of tech wealth in California. They dive into the psychological shifts required to go from “creator” to “steward,”…