Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations

About Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations

Lucas and Luna navigate the architecture of wealth transfer—wills, trusts, estate taxes, and the legal structures that govern inheritance. Every episode is built around a specific instrument or strategy: from revocable living trusts to generation-skipping transfer taxes, from charitable remainder trusts to the nuances of probate in different states. Lucas brings the regulatory precision, citing IRS code sections and recent court rulings; Luna pushes on the human side—how families actually make decisions, avoid conflict, and communicate intent across generations. The listener is the high-net-worth individual, the family office adviser, or the estate-planning attorney who wants to understand both the letter of the law and the art of the conversation. Together, they dissect real-case scenarios: a tech founder with illiquid equity, a blended family with competing heirs, a couple navigating Medicaid planning. No hypotheticals without numbers, no principles without examples. Each show ends with a tension—how do you balance control with flexibility? How do you protect wealth without stifling the next generation's ambition? #EstatePlanning #WillsAndTrusts #InheritanceTax #FamilyWealth #TrustStructures #Probate #GenerationSkipping #CharitableTrusts #MedicaidPlanning #EstateTax #LegacyPlanning #WealthTransfer #Finance #FexingoBusiness #BusinessPodcast #EstateAttorney #FamilyOffice #AssetProtection Keep every episode free: buymeacoffee.com/fexingo (https://buymeacoffee.com/fexingo)

Publisher

Fexingo

Category

business

Language

en

Explicit

No

First episode

19 May 2026

Latest episode

12 Oct 2026

Latest episodes

64 of 205 episodes have a transcript.

1. 

   12 Oct 2026TRANSCRIPT

   Why Your Estate Plan Fails Without an Executor

   Host Lucas and guest Luna Fexingo discuss why selecting the right executor is crucial for a successful estate plan, preventing disputes and ensuring efficient wealth transfer.

2. 

   12 Oct 2026TRANSCRIPT

   The Silent Risk in Your Estate Plan

   Host Lucas and guest Luna Fexingo explore how behavioral risk, not just asset distribution, threatens generational wealth and how incentive trusts protect heirs and legacies.

3. 

   11 Oct 2026TRANSCRIPT

   How to Avoid the Estate Tax Trap for Heirs

   Lucas and Luna Fexingo explain how heirs can avoid estate tax traps by understanding step-up in basis and a simple strategy for protecting future family liquidity.

Inside a recent episode

Why Your Estate Plan Fails Without an Executor

Published 12 Oct 2026 · Transcript excerpt

[…] Let us break down what that actually looks like on a Tuesday afternoon in October. The executor has to locate every asset, from the obvious bank accounts to the forgotten crypto wallet buried in a password manager. They have to notify creditors, pay valid debts, file final income tax returns, and then distribute what is left according to the terms of the trust or will. One missed filing deadline can trigger penalties that eat directly into the inheritance. And they do all of that while trying to process their own grief or navigate family dynamics where everyone thinks they know better. Creates a perfect storm for error. […]

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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