Wealth Intelligence (Aired 09-03-2026): Estate Planning Mistakes That Could Cost Your Family

Juan D Guevara Torres — Thu, 03 Sep 2026 15:00:00 +0000

Domenick D’Andrea and wealth.com’s Anne Rhodes explore estate planning, wills, trusts, and inheritance to help protect your family, preserve wealth, and build a lasting legacy.

Chapters

(00:00:00) - Wealth Intelligence With Ann Rhodes
(00:00:52) - Is Estate Planning For the Rich Necessary?
(00:05:04) - Should I Estimate My in Estate Planning?
(00:07:03) - Determining the value of an estate plan
(00:08:45) - Will and Trust: The Legal Documents You Need to Read
(00:10:50) - What is a Living Will or Power of Attorney?
(00:13:12) - What Estate Planning Is Really All About
(00:14:58) - What Emotions Are Involved in Estate Planning?
(00:18:13) - The Emotional Side of Estate Planning
(00:21:54) - In Estate Planning, What Is Fair?
(00:24:42) - The Wealth Transition from First Generation to Multi-Generation
(00:32:44) - When Should I Think About Legacy and Transfer?
(00:34:35) - In the Age of Values, Will and Legacy
(00:35:57) - In the Elevator With Estate Planning--
(00:37:22) - Wealth Intelligence: Estate & Property Planning
(00:38:43) - Is Traditional Estate Planning Necessary for Modern Families?
(00:39:51) - Will and Trust: The Future of Artificial Intelligence
(00:45:35) - What is the Future of Estate Planning?