Episode
10 Ways To Avoid The Inheritor’s Dilemma
- Podcast
- It's All Money
- Published
- Jan 6, 2026
- Duration seconds
- 3408
- Processing state
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Summary
Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing? Well...maybe. In the next 20 years, the largest wealth transfer in the history the USA is about to take place. Whether giving or receiving...are you prepared? Do you have a plan? Sonoma Wealth Marketing Director Dano Weir and Managing Principal Daren Blonski examine 10 ways to avoid The Inheritor’s Dilemma: Why are emotions the first piece to address in an inheritance plan? What are the risks of co-mingling assets? Does this mean you need professional tax help now? What skills do you need to keep inheritances from becoming a ‘curse’? What’s more valuable than ‘stuff’ ? We hope you enjoy this practical and grounded look at a complicated part of life. Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Video available on our YouTube Channel: https://youtu.be/_WECTSDfebk References https://sites.lsa.umich.edu/mje/2025/04/03/the-great-wealth-transfer-and-its-implications-for-the-american-economy/ https://www.statista.com/statistics/296974/us-population-share-by-generation/?srsltid=AfmBOopU4fUfrw8KMLku4bNUy-P0JCKGNr-VzwKlooHwLvRFdqLqqBct _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we d…