Description

In this episode of Making Sense of Your Money, Dan Pascone sits down with Ashish Khanna, Partner at Hightower Signature Wealth, to talk about legacy planning, estate strategy, family communication, and why passing down wealth without passing down values often leads to failure.

Ashish shares his journey from attorney to wealth advisor and explains why true legacy planning goes far beyond wills, trusts, and legal documents. Together, Dan and Ashish unpack the real reasons generational wealth disappears, including poor communication, lack of trust, unprepared heirs, and the absence of a shared family mission.

They also explore how families can start having better conversations around money, why stories matter just as much as financial structures, and what it means to live a rich life with real intentionality.

If you are building wealth and want to ensure your family inherits wisdom, purpose, and preparation alongside financial assets, this episode is packed with valuable perspective.

In this conversation, you’ll learn:

1. Why generational wealth often disappears by the third generation
2. The biggest communication mistakes families make around money
3. Why wills and trusts do not transfer values or wisdom
4. How to prepare heirs, not just assets
5. Why high-income professionals should not delay estate planning
6. How family stories can shape purpose, identity, and stewardship

What intentional living has to do with building a lasting legacy

🔗 Learn more: makingsenseofyourmoney.com

#LegacyPlanning #EstatePlanning #GenerationalWealth #WealthTransfer #FinancialPlanning #FamilyWealth #AshishKhanna #DanPascone #MakingSenseOfYourMoney #RichLife

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.