Who Gets What?
Here's a question most people never ask: What will your family look like in 2125?
Not just your assets. Your family. The people who will carry your name, your values, your stories—or won't. The relationships that will hold strong or fracture. The opportunities your decisions today will create or foreclose a century from now.
Most estate planning treats legacy as a transaction—Who Gets What? Divide the assets, sign the documents, done. Estate attorney Derek Jensen questions that approach and discovered that families who thrive across generations think completely differently. They're not planning for a moment of transfer. They're architecting systems that strengthen over time.
Through candid conversations with wealth advisors, financial philosophers, and families who've cracked this code, Derek explores the real work of multi-generational thinking. Not just trusts and tax strategies, though those matter, but the conversations, values, and practices that keep families unified and thriving long after you're gone.
Whether you're building wealth from scratch, inheriting, helping aging parents navigate their decisions, or preparing the next generation for what's coming—you're part of a chain that extends far beyond your lifetime.
This show is about understanding that responsibility and embracing that possibility. Because the best estate plans aren't documents. They're living systems that grow stronger with each generation.
Who Gets What?
Healthy, Wealthy and Wise with Covie Edwards Pitt
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Derek Jensen sits down with Covie Edwards Pitt, author and the creative director of Balentine Partners and the founding director of Balentine's Center for Family Wellbeing. They discuss Covie’s book series 'Healthy, Wealthy, and Wise,' touching on Wealth 3.0 and how best practices in wealth advisory translate to real life.
Covie shares the important lessons learned from her book series — the complexities of nurturing children amid newfound wealth, the role of spousal partnerships in managing family wealth, and building inclusive, meaningful family traditions that can transcend generations.
Check out Covie’s ‘Healthy, Wealthy and Wise’ collection: https://www.healthywealthywisecollection.com/raised
Learn more about Who Gets What?: https://whogetswhat.fm/
This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.