In this episode of The Asset Preservation Hour, financial advisor Stewart Willis dives deep into the world of estate planning—and the surprising complications that come with it. From deciding between “equal” and “fair” inheritance splits to using life insurance to balance out gifts between children, Stewart reveals the often-overlooked strategies that can protect your legacy and your relationships.
You’ll also hear stories of sudden windfalls, poorly handled inheritances, and why Stewart says your estate plan should be about more than just money—it’s about keeping your family together. Plus, learn why powers of attorney, trust ownership of assets, and clear goals for your estate are essential if you're a business owner or just want to avoid probate.
If you want to ensure your family stays intact long after you're gone, this episode is packed with practical advice, real stories, and proven strategies to do just that.
What is The Asset Preservation Hour?
Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.