{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Trust Us: Estate Planning Wisdom","title":"How Much Estate Information Should You Share with Your Kids?","html":"","width":"100%","height":180,"duration":1164,"description":"How Much Estate Information Should You Share with Your Kids?\nIn this episode of “Trust Us: Estate Planning Wisdom,” Danielle Friedman, Herb Fineburg, and Max\nMcCauley explore one of the most common client questions: How much should parents tell their\nchildren about their estate plan?\nThey break the issue into three levels—essentials, structure, and numbers—and discuss what to\nshare, when to share it, and why timing and maturity matter. From identifying key documents to\nunderstanding trust structures and navigating sensitive family dynamics, this conversation offers\npractical guidance for families aiming to strike the right balance.\n00:00 – Introduction: Why Estate Transparency Is So Complicated\n01:00 – Survey Insight: Most Boomers Think Sharing Is Important—But Few Actually Do\n02:00 – Level One: The Essentials (Documents, Advisors, Policies & Emergency Info)\n04:00 – Why Fiduciary Roles Should Not Be Revealed Too Early\n06:00 – Burial Wishes, Insurance Policies & Other Overlooked Essentials\n08:00 – Level Two: Understanding Structure Without Disclosing Wealth\n09:00 – Trusts vs. Outright Gifts: What Children Need to Know (and Why)\n10:00 – Letters of Intent & Explaining the Philosophy Behind Your Plan\n12:00 – Conversations Don’t Count—Only Documents Do\n13:00 – Level Three: The Numbers (Why Most Parents Should Avoid This Tier)\n14:00 – Maturity, Financial Independence & When Kids Are Not Ready\n16:00 – When Shared Numbers Reduce Pressure—or Create It\n17:00 – Lifestyle vs. Reality: When Children Don’t Know Their Parents’ Wealth\n18:00 – Aligning Spouses: Why You Should Rehearse the Conversation First\n19:00 – Final Thoughts: No One-Size-Fits-All Approach\nIf you’d like to learn more or have questions, contact:\nDanielle — danielle.friedman@offitkurman.com\nHerb — hfineburg@offitkurman.com\nMax — cmccauley@offitkurman.com","thumbnail_url":"https://img.transistorcdn.com/yQE3SNgEH6wMEkja2w4oecXAxXPejm0e0gX5yc9xKEo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83N2Zh/M2MyYzNiMDJiMmYx/ODAzOGVlN2EzYWY0/Y2Q3OS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}