When should your kids inherit money? And more importantly… how do you know they're ready?

In this episode, we break down the key factors parents and grandparents should consider before passing down a substantial inheritance. Instead of focusing on a specific age, we share a practical "Ready to Inherit Test" built around five critical traits: work ethic, personal motivation, financial responsibility, resilience through setbacks, and a healthy identity not tied to wealth.

If you're concerned about how a large inheritance could impact your children's maturity, motivation, or long-term financial success, this conversation will give you a thoughtful framework to guide your estate planning decisions.

Whether you're navigating family wealth, trust distributions, or multigenerational financial planning, this video will help you think beyond tax strategies and focus on what matters most—preparing your kids to handle wealth wisely.

Get more of your retirement questions answered here: https://birchwoodcapital.com

We're excited to share for the first time our unabridged list of wealth-building secrets that today's elite refuse to share with the public.

How do ultra-high net worth folks ($25MM+) actually invest their money?

Just because you have the money, does it mean that you should invest in esoteric or complex strategies?

Watch episodes on YouTube!

Check out more writings at: https://birchwoodcapital.com/writings/

Birchwood Family Office

Our thoughts concerning the markets and investing for 2026.

Thanks for listening!

To learn more, visit: https://birchwoodcapital.com/

https://birchwoodfamilyoffice.com/