The Wealth Agenda

Estate Planning: Control Your Legacy or Let Chaos Decide?

Think estate planning is just for the ultra-wealthy? Think again. Without a plan, the government—or worse, family conflict—will decide what happens to your assets and loved ones. The real question is: Are you in control, or are you leaving it to chance?

In this powerful conversation, Tania Brielle Mabrey, Founder of Wisdom Then Wealth, sits down with Lisa McCurdy, founder of The Wealth Counselor, to break down the essential steps for securing your legacy. From avoiding legal nightmares to ensuring your wishes are honored, this episode reveals the strategies every family needs—whether you’re just starting out or already building generational wealth.

🔑 What you’ll learn:
✔️ The biggest estate planning mistakes that leave families in chaos
✔️ How to make tough conversations about wealth and legacy easier
✔️ Why updating your plan regularly is non-negotiable
✔️ The power of estate planning to shift your family’s financial future

💡 Don’t wait for a crisis to start planning. Protect your loved ones, safeguard your assets, and take charge of your financial legacy—before someone else does.

👉 Listen now for expert insights and real-world strategies!
🚀 Don’t forget to like, subscribe, and drop a comment: What’s one step you’ve taken—or need to take—to secure your legacy?

#EstatePlanning #WealthBuilding #LegacyPlanning #WisdomThenWealth