The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying 1 Episode of The Scholar Wealth Podcast with the tag “legacy disagreements”.
-
Episode 25: When Spouses Disagree on Legacy Goals, Family Business Concentration Risk, and IRS Audit Insights
October 6th, 2025 | 37 mins 1 sec
concentration risk, estate planning, family business, family company, family dynamics, gifting strategies, inheritance planning, irs audits, legacy disagreements, private business risk, tax planning
This episode tackles family and financial crossroads: how couples can resolve different visions for their legacy, the risks of tying too much wealth to a relative’s business, and expert strategies for handling IRS audits with David De Jong.