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Stop Fighting Over the Will and Start Building Family Unity

12th January 2026

Tags: Podcasts

In this powerful Part 2 continuation with Dr. Jeremy Lurey, the conversation shifts from diagnosing family wealth failures to building frameworks that actually preserve legacy. The focus? Getting uncomfortable now to prevent irreversible damage later.

Dr. Lurey confronts a startling reality: 70% of Americans die without estate plans, and even families with sophisticated legal structures often miss the critical element, honest communication. He reveals why women will control 60-70% of all wealth within twenty years, yet most remain excluded from financial decisions until divorce or death forces sudden literacy.

Through compelling client stories, he exposes the emotional landmines: the daughter who borrowed $250,000 against her mother's life insurance while refusing contact, four siblings fighting over whether $25 million each is "enough," and the sixth-generation ranch heir who co-owns thousands of acres with cousins demanding immediate sale.

He explains why "equal inheritance" often creates unfair outcomes, how to handle indivisible assets like ranches and businesses, and introduces the game-changing "Now Gen" concept—empowering rising generations with responsibility today rather than waiting until inheritance forces unprepared leadership.

The surprising solution? Strategic philanthropy as family glue. He reveals how teaching children about charitable giving, establishing family philanthropy committees, and choosing between Donor-Advised Funds and Private Foundations transforms wealth from divisive burden into unifying mission.

Dr. Lurey addresses trust provisions that no longer serve families, toxic trustees draining estates, and the hard truth: your will doesn't control most of your wealth, and your trust means nothing if beneficiaries can't stand each other.

Essential viewing for wealth creators who haven't told their children anything, spouses kept in the dark about finances, and families watching parents avoid planning until crisis forces action.