# The Great Wealth Transfer Part 2: Wealth Transfer Strategies for Your Family's Next Chapter

Page: https://stenobird.com/podcast/your-money-your-mission-6419361/the-great-wealth-transfer-part-2-wealth-transfer-strategies-for-your-family-s-next-chapter
Text version: https://stenobird.com/podcast/your-money-your-mission-6419361/the-great-wealth-transfer-part-2-wealth-transfer-strategies-for-your-family-s-next-chapter.md
Podcast: [Your Money. Your Mission.](https://stenobird.com/podcast/your-money-your-mission-6419361)
Published: 2026-07-09T09:00:00+00:00
Episode link: https://www.buzzsprout.com/2202552/episodes/19350266-the-great-wealth-transfer-part-2-wealth-transfer-strategies-for-your-family-s-next-chapter.mp3
Audio file: https://www.buzzsprout.com/2202552/episodes/19350266-the-great-wealth-transfer-part-2-wealth-transfer-strategies-for-your-family-s-next-chapter.mp3
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Duration seconds: 3024

## Resource

In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel cover the estate planning tools most families don't fully understand, debunk common myths and explain why having a solid team make all the difference. The episode also covers the looming estate tax exemption sunset, the real difference between revocable and irrevocable trusts and the unde...

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## Transcript

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