In this episode of Generations of Wealth, host Derek Dombeck is joined by Melissa Hoyer of The Wealth Conservancy for a thoughtful conversation on the importance of estate planning and its role in helping individuals and families truly connect with and embrace their wealth.
Melissa shares insights on how a well-crafted estate plan goes beyond legal documents—serving as a bridge between wealth, values, and legacy. The discussion highlights how intentional planning can provide clarity, confidence, and continuity across generations.
Whether you are early in your financial journey or focused on legacy planning, this episode offers valuable perspective on building and preserving wealth with purpose.