Estate Planning 101: How to Protect Your Wealth for Generations

Step into a deep dive with Dean Tellone as he unpacks the essentials of estate planning—an often-overlooked strategy that’s crucial for everyone, not just the ultra-wealthy. In this engaging episode, Dean demystifies the core tools of estate planning, from creating a will and setting up trusts to navigating tax-efficient wealth transfers and avoiding probate. He explains how a well-structured estate plan can safeguard your assets, honor your personal wishes, and prevent unwanted legal battles that could erode your legacy.

Through relatable, real-world examples—including cautionary tales like those from the Vanderbilt family and success stories like the Rockefeller legacy—Dean invites you to reflect on your own plans and ask, “Am I truly protecting what I’ve worked so hard to build?” Grab a cup of coffee, get comfortable, and join the conversation as you learn actionable strategies to ensure that your wealth and values are passed on to future generations just the way you intend.