What’s the right way to pass wealth to the next generation? How much inheritance is too much?

We explore the deeper questions behind inheritance planning in this Beyond Budgets® episode … questions about stewardship, generosity, and financial responsibility. You’ll learn how to balance financial legacy with personal growth and create an inheritance plan that aligns with your family’s values.

Net worth is only one part of the equation, and money amplifies character (or lack thereof). Inheritance can lead to overspending, entitlement, and lack of direction without proper guidance. Smart estate planning includes trustees who guide beneficiaries and flexibility for real-life needs.

Deb MeyerApril 2, 2026WorthyNest LLCfamily finance, beyond budgets, inheritance planning for families, how much inheritance is too much, estate planning for parents, passing wealth to children, financial legacy planning, teaching kids about money, donor advised fund, age-based trust distribution, inheritance and family values, stewardship vs wealth accumulation, raising financially responsible children, generational wealth planning, estate planning tipsComment