How to Transfer Wealth the Right Way

Most families want to transfer wealth smoothly across generations, yet few truly understand how the process works or how easily it can go wrong. In this episode of the Just Steward Podcast, hosts Michael Frigon and Doug Connolly sit down with estate planning attorney Ryan Scharber to break down generational wealth transfer, financial stewardship, and what really happens behind the scenes when trusts, wills, and estates move through the legal system. This conversation uncovers the essential planning steps every family should take, the biggest mistakes that disrupt inheritances, how courts handle estate disputes, and how to create a clear plan that protects your values and your assets. Whether you are planning your legacy or preparing to inherit one, this episode offers practical, faith-aligned guidance to help families succeed across generations.

#wealth #wealthplanning #wealthtransfer

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