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.
Episodes
15 episodes
Never Say “This Will Be An Easy Trust” with Allison Ferris
Derek sits down with Allison Ferris, Chief Fiduciary Officer at Northwest Trustee and Management Services, to discuss what happens after a trust is established. Allison shares lessons from more than 18 years in fiduciary work, including why she...
The People Behind the Plan with Derek Jensen
Estate planning is more than trusts and documents. It's about people, values, and the future. In this episode, Derek shares the unexpected lessons from a career of guiding families through wealth transitions. What makes a good trustee? When sho...
The Myth of the Silver Spoon with Kristin Keffeler
What happens when the inheritance arrives and nobody prepared the people receiving it? Kristin Keffeler, author of The Myth of the Silver Spoon and co-author of Wealth 3.0, joins Derek to challenge the assumption that wealth transfer is just a ...
The 14 Page Questionnaire That will Change Your Life with Tom Flannagan
What if the most important part of your estate plan isn't the trust — it's the questionnaire? Derek sits down with Tom Flannagan, the estate attorney who inspired Who Gets What?, to explore his comprehensive approach to planning that starts wit...
Wisdom and Family Wealth with Chris Kelley and Chad Johnsrud
BNY Wealth Advisors Chris Kelly and Chad Johnsrud join host Derek Jensen to address the complex realities of managing inherited wealth, discussing strategies, family values, and the intricacies of estate planning. They talk about th...
Why Does Your Family Wealth Story Matter?
We’ve all heard the saying “shirtsleeves to shirtsleeves in three generations”—but why does this happen, and how can your family break the cycle? This episode dives deep into the often-overlooked foundation of lasting wealth: your family’s uniq...
Healthy, Wealthy and Wise with Covie Edwards Pitt
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...
What Your Story Says About You with Caleb Breakey
Caleb Breakey, founder of Renowned Publishing, joins Derek Jensen for a conversation on the most powerful legacy-building tool we all possess: our story. Having guided over 200 people in transforming their lives into books, Caleb reveals why st...
HEIR-conditioning with Paul Adams
What is the true purpose of wealth? Is it independence, security, or leaving a mark? Financial philosopher and CEO & Founder of Sound Financial Group Paul Adams joins Derek Jensen for a profound conversation that moves way beyon...
The Family Bank with Emily Griffiths-Hamilton
What’s the secret to keeping a family and its wealth intact for four generations? For author and CA Emily Griffiths-Hamilton, the answer isn’t in a trust fund; it’s in a value system. She joins host Derek Jensen to share her family’...
Guiding Future Generations with Chip Fisher
What if everything you've been told about inheritance is wrong? What if a "silver spoon" isn't a privilege, but a profound responsibility? Chip Fisher, founder of Urusus Advisory, sits down with Derek Jensen to challenge the greates...
Who Gets What? | Trailer
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 fra...
From Seattle to Silicon Valley with Elijah Keyes
What does a California estate attorney see when he looks at Silicon Valley's wealth? Not just IPOs and unicorns, but a generation facing unprecedented legacy challenges. Elijah Keyes joins Derek Jensen with stories from the front li...
Operating Your Household Like a Business with Walter Young
We all know about budgets and retirement accounts. But what about a Family Constitution? Host Derek Jensen and guest Walter Young push beyond basic financial literacy to explore the human side of wealth.They discuss how to escape scarcit...