# The Biggest Risks to Your Family's Wealth Transfer

Page: https://stenobird.com/podcast/the-wise-money-show-1423829/the-biggest-risks-to-your-family-s-wealth-transfer
Text version: https://stenobird.com/podcast/the-wise-money-show-1423829/the-biggest-risks-to-your-family-s-wealth-transfer.md
Podcast: [The Wise Money Show™](https://stenobird.com/podcast/the-wise-money-show-1423829)
Published: 2026-06-06T14:00:00+00:00
Episode link: https://planman.podbean.com/e/the-biggest-risks-to-your-familys-wealth-transfer/
Audio file: https://mcdn.podbean.com/mf/web/agiu4uyjny2vsjzb/June_6_podcast95uo3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-wise-money-show-1423829/episodes/the-biggest-risks-to-your-family-s-wealth-transfer
Duration seconds: 2555

## Resource

Over the next two decades, trillions of dollars are expected to pass from one generation to the next, but how much of that wealth will actually make it to your heirs? In this episode of The Wise Money Show, we break down the biggest threats to a successful wealth transfer, including taxes, long-term care costs, blended family dynamics, and gifting strategies. Learn how thoughtful estate planning, tax diversification, and multi-generational financial planning can help protect your legacy. Season 11, Episode 42 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diver…

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## Transcript

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