The Wealth Transfer Podcast

What actually happens when a family has to go through probate in Texas?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Linda Ham, estate planning and probate attorney at Glast, Phillips, Murray & Zopolsky, to talk through the probate process, wills, trusts, inherited property, and the common mistakes that can make an estate much harder to settle.

Linda explains what probate is, when it is required...

What happens when a business owner knows they need to transition someday, but hasn’t figured out who should take over, what should happen next, or how to protect the relationships involved?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Elizabeth Ledoux, founder of The Transition Strategists, and Laura Chiesman, Managing Partner and Financial Adv...

What if your estate plan is technically complete, but still leaves your family confused, frustrated, or fighting after you’re gone?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Aubrey Boswell, estate planning attorney and founder of Boswell PLLC, to talk about wills, trusts, probate, family conflict, legacy planning, and how to create an estate plan t...

What if retirement is not just about having enough money, but knowing what the money is actually for?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Dan Langworthy, founder of Fortress Financial Group, to talk about retirement planning, tax strategy, wealth transfer, and finding purpose in the next chapter of life.

Dan explains why many retirees struggle to s...

Most people have heard of oil and gas royalties, but very few understand how mineral rights actually work.

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Tim Pawul, President of Minerals & Royalties Authority LLC and Partner at Tokenized Energy, to unpack the world of oil and gas minerals, royalties, non-operating interests, and energy investing.

Tim expl...

What happens when a family inherits mineral rights, oil and gas royalties, farmland, or ranch assets, but no one knows how to manage them?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Chace Daley, Director of Energy at Farmers National Company, to talk about the complexity of specialty land assets and how families can steward them well across generations.

Chase explains how mineral interests, oil an...

What does it actually look like to give wealth away wisely?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Jeri Chambers, Deputy Director at Communities Foundation of Texas, to talk about charitable giving, donor-advised funds, scholarship funds, family philanthropy, and how families can turn generosity into a lasting legacy.

Jeri explains how Communities Foundation of Texas helps donors think through...

What do wealthy real estate investors do when they’re tired of managing properties… but don’t want to lose millions to taxes?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Jon Taylor of JRW Investments to explore advanced real estate planning strategies used by high-net-worth investors to preserve wealth, simplify estates, and create passive income.

Jon breaks down how Delaware Sta...

In this episode, Matt Templeton is joined by Bob Bridges, Principal at VALUE Incorporated, for a deep dive into how business valuations actually work—and why they are foundational to estate planning, wealth transfer, charitable giving, and exit strategy decisions.

Bob brings more than 20 years of experience valuing closely held businesses, partnerships, and complex assets for estate planning, mergers and acquisitions, litigat...

Planning the future of your business isn’t just about selling at the right time — it’s about protecting your life’s work, aligning your advisors, reducing risk, and setting your family up for multi-generational success.

In this episode, Matt sits down with Luke Britt, CLU®, RICP®, Practice Director of Advanced Planning at Level Four Financial, where he serves ultra-high-net-worth families and business owners...

Today on The Wealth Transfer Podcast, Matt Templeton sits down with trust and estate administrator Sarah Lashua (American National Bank & Trust) to unpack one of the most overlooked — and most emotionally charged — areas of wealth transfer: what really happens after you’re gone.

If you’ve ever wondered how to keep your kids from fighting, how to structure your estate so it's actually easy to administer, ...

Today on The Wealth Transfer Podcast, Matt Templeton sits down with Jonathan Meaney — Senior Vice President and Wealth Manager at Carter Financial, CFP®, Accredited Investment Fiduciary, and 25-year advisor to high-net-worth families.

This episode cuts through the noise around “financial planning” and breaks down what real planning looks like: comprehensive strategy, long-term decision-making, and aligning assets ...

Every heirloom tells a story — but when it’s time to settle an estate, those stories can be lost unless someone knows how to uncover them.

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Tonya Adam, founder of When Pigs Fly Estate Sales & Auctions, to talk about the emotional, logistical, and even spiritual side of estate transitions.

With over 17 years of experience managing fine estat...

What happens when your heirs live abroad? Or when a death or divorce turns your financial world upside down?

In this episode, Matt Templeton sits down with Adam Keller, a Certified Financial Planner™ and founding partner of Three Oaks Advisory Group, to explore how strategic financial planning can transform wealth building, retirement preparation, and generational transfer. Adam brings two decades of experience serving clients acro...

What happens when siblings feud over millions… or 120,000 acres of ranch land… or who controls the family business?

In this episode, host Matt Templeton sits down with David Johnson, fiduciary litigator and author of FiduciaryLitigator.com. As a partner at Winstead PC, David handles some of Texas’ most complex disputes over trusts, estates, family businesses, and elder exploitation.

From heartbreaking ...

How do you protect your wealth—and your family—from unnecessary taxes, infighting, or outright disaster?

In this episode, host Matt Templeton sits down with veteran CPA Nancy K. Phillips, who brings more than 35 years of experience in estate tax, trusts, and inheritance planning. Nancy has helped families untangle multi-generational estates, testified in IRS disputes, and trained other CPA firms in how to handle the mos...

What really happens when the IRS comes knocking on an estate? In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with one of the country’s most respected tax attorneys, Joel Crouch, to unpack the red flags, missteps, and missing documents that trigger audits—and the proven strategies families and advisors can use to avoid them.

Joel has defended estates against IRS scrutiny for 36 years. He’s...

What if the way you transfer real estate today could make—or break—your family’s future relationships?

In this episode, Matt Templeton is joined by Dan Ihara, founder of the Real Estate Planner Network and Hawaii’s #1 real estate agent, to unpack how families can protect their assets, prevent estate battles, and avoid unnecessary capital gains taxes through intentional real estate planning.

Dan shares how he...

If you’ve built real estate wealth and are now wondering how to unlock that equity without triggering massive tax bills—or how to simplify life as you approach retirement—this episode is for you.

In this deep-dive conversation, Matt Templeton is joined by Jon Taylor of JRW Investments to explore how investors can use advanced tools like 1031 exchanges, Delaware Statutory Trusts (DSTs), and even 721 exchanges into ...