Ep. 66 Why Wealth Transfer Without Wisdom Can Harm Families with Rob Zeeb
What happens when families transfer wealth without preparing the next generation to steward it well? In this episode of Money to Give, Rick Peck sits down with Rob Zeeb to explore the emotional, relational, and philanthropic side of wealth transfer. Drawing from his experience as a former estate planning attorney, Rob shares the pivotal story that transformed his career — witnessing a carefully structured fortune passed down successfully from a legal and tax perspective, only to create devastating personal consequences because the heirs were unprepared for the responsibility that came with…
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