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 and Chad share stories and insights from their extensive experience, providing listeners with actionable advice to handle wealth and legacy effectively.
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.
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