On this episode of The Money is Emotional Podcast, host Christine Luken delves into the intricacies of family wealth transfer with  Paul Deloughery, an experienced estate planning and probate litigation attorney with over 25 years of experience.

Paul shares his remarkable personal journey of inheriting $14 million and the complex emotions and financial missteps that came with it.

Discover why communication and preparedness aren’t just key – they’re everything. Without a clear understanding and context around the inheritance, even millions can dwindle quickly.

Paul shares insights from his own journey, highlighting the importance of seeing your family as a championship team with strong communication, shared values, and a collective vision. Together, you can weather any financial storm and ensure lasting prosperity

Gain some insight as Paul shares:

• 
  
• Why effective communication and preparedness are crucial ingredients for successful wealth transfer.
  
• The lessons he learnt from receiving a surprising $14million inheritance.
  
• The relationship between good and bad events in his life.
  
• Why it is important to educate the next generation.
  
• The secrets behind creating a sustainable family wealth that spans generations.
  
• How ultra-wealthy families utilize family offices to maintain financial harmony.
  

 

Connect with Christine Luken: 

• 
  
• Christine Luken, Financial Dignity® Coach 
  
• LinkedIn: 7 Pillars, LLC
  
• LinkedIn: Christine Luken
  
• Instagram: Christine Luken
  
• Facebook: Christine Luken
  
• TikTok: Christine Luken
  
• YouTube: Christine Luken
  
• Hello@ChristineLuken.com
  
• The Wealthy Woman Book Club
  
• Connect with Christine Luken for financial coaching
  
• Loved this episode? Go here to leave us a little tip!
  

 

Connect with Paul Deloughery:

X: Paul Deloughery

Linkedin: Paul Deloughery

Website: Sudden Wealth Protection Law

Quiz: Will Your Heirs Blow Their Inheritance

Book: Lasting Wealth – A Revolutionary Method for Family Wealth Transfer on Amazon

 

About our guest:

Paul Deloughery, also known as Paul E. Deloughery, is an experienced estate planning and probate litigation attorney with over 25 years of experience. Based in Phoenix, Arizona, Paul is dedicated to helping families protect their wealth, maintain harmony, and create lasting legacies. As a Certified Family Wealth Advisor and author of Lasting Wealth – A Revolutionary Method of Family Wealth Transfer, Paul brings a unique, proactive approach to estate planning that prioritizes family governance, autonomy safeguards, and multi-generational wealth protection. He serves clients throughout Arizona and beyond.

 

After receiving his Bachelor of Arts and Bachelor of Science degrees from Indiana University-Bloomington, Paul went on to earn his Juris Doctor degree from the Iowa College of Law. He is licensed to practice law in Arizona and is a member of the State Bar of Arizona and WealthCounsel. He is a certified Family Wealth Advisor. He is also the author of Probate Made Simple.