Estate Planning: Beyond the Will

🎙️ Episode 1 — Estate Planning: Beyond the Will

Welcome to the debut episode of Modern Legacy — the podcast helping families preserve wealth across generations.

In this episode, hosts Tyler Resh and Reza Zamani break down estate planning in the context of a modern family office. They go beyond the basics of wills and trusts to explore what true legacy planning requires: coordination, clarity, and long-term vision.

You’ll learn:

• Why estate planning isn’t just for the ultra-wealthy
• Common pitfalls that derail multigenerational wealth transfer
• How a modern family office approach integrates legal, tax, and investment strategies
• Why proactive planning gives your heirs more options and fewer burdens

Whether you're just getting started or rethinking your existing plan, this episode offers practical insights to turn financial success into lasting legacy.

🧠 Key takeaway: The earlier you start, the more flexibility your family retains for generations to come.

Learn more at https://www.steelpeakwealth.com and subscribe for future episodes on charitable giving, family governance, tax strategy, and more.