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Generational Wealth Transfer: How to Avoid Family Conflict and Plan for the Future with Cindy Arledge

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Manage episode 460892582 series 3585196
Content provided by Sara Ecklein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sara Ecklein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Ever wonder what happens when estate planning meets complex family dynamics? In this raw and revealing episode, Sara sits down with second-generation entrepreneur and author Cindy Arledge, whose family built a $10 million legacy from the ground up—only to face unexpected conflict when their wealth transfer strategy fell short. Cindy opens up about her family's journey, sharing hard-won wisdom on estate planning and the emotional landmines that even the most loving families encounter when it comes to inheritance. Drawing from both heartbreak and hope, she breaks down how families can navigate generational wealth transfer, tackle tough conversations about succession planning, and create comprehensive estate plans that strengthen bonds rather than break them. Whether you're protecting modest assets or substantial wealth, Cindy's story is a powerful reminder that successful estate planning isn't just about financial inheritance—it's about preserving family unity for generations to come.
About Cindy:
Cindy Arledge, MBA helps families create lasting legacies by planning for generational success. Her passion was ignited by the most painful experience of her life—losing her relationship with her brother over a shared inheritance. Determined to find a better way, Cindy reverse-engineered a practical, common-sense solution to prevent end-of-life challenges from tearing families apart.

She developed a proven framework that equips proactive families to prepare their members for roles as caregivers, fiduciaries, and builders of generational wealth.

As a second-generation real estate investment entrepreneur, best-selling author, and family matriarch, Cindy is dedicated to helping families thrive across generations.
Her Books:
Family Emergency Handbook
The Legacy Family Way
Curse of Inheritance
Cracking the Inheritance Code
My Camino, My Life
Connect with Cindy:
CindyArledge.com
On LinkedIn
Cindy recommends the following website for families to take the first step in elevating their planning efforts: FamilyCareGivingResources.com
Referenced in this Episode:
The Ostrich Paradox: Why We Underprepare for Disasters by Robert Meyer

Connect with Sara on:
LinkedIn
Instagram
Facebook
Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 460892582 series 3585196
Content provided by Sara Ecklein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sara Ecklein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Ever wonder what happens when estate planning meets complex family dynamics? In this raw and revealing episode, Sara sits down with second-generation entrepreneur and author Cindy Arledge, whose family built a $10 million legacy from the ground up—only to face unexpected conflict when their wealth transfer strategy fell short. Cindy opens up about her family's journey, sharing hard-won wisdom on estate planning and the emotional landmines that even the most loving families encounter when it comes to inheritance. Drawing from both heartbreak and hope, she breaks down how families can navigate generational wealth transfer, tackle tough conversations about succession planning, and create comprehensive estate plans that strengthen bonds rather than break them. Whether you're protecting modest assets or substantial wealth, Cindy's story is a powerful reminder that successful estate planning isn't just about financial inheritance—it's about preserving family unity for generations to come.
About Cindy:
Cindy Arledge, MBA helps families create lasting legacies by planning for generational success. Her passion was ignited by the most painful experience of her life—losing her relationship with her brother over a shared inheritance. Determined to find a better way, Cindy reverse-engineered a practical, common-sense solution to prevent end-of-life challenges from tearing families apart.

She developed a proven framework that equips proactive families to prepare their members for roles as caregivers, fiduciaries, and builders of generational wealth.

As a second-generation real estate investment entrepreneur, best-selling author, and family matriarch, Cindy is dedicated to helping families thrive across generations.
Her Books:
Family Emergency Handbook
The Legacy Family Way
Curse of Inheritance
Cracking the Inheritance Code
My Camino, My Life
Connect with Cindy:
CindyArledge.com
On LinkedIn
Cindy recommends the following website for families to take the first step in elevating their planning efforts: FamilyCareGivingResources.com
Referenced in this Episode:
The Ostrich Paradox: Why We Underprepare for Disasters by Robert Meyer

Connect with Sara on:
LinkedIn
Instagram
Facebook
Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.

If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer

  continue reading

36 episodes

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