Your Checklist for Addressing the Elephant in the Room
From Financial Home Stretch by David Polatis
February 28, 2026
About this episode
This episode discusses essential conversations about family inheritance and estate planning, providing a framework to navigate these topics effectively.
In this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to help you navigate high-stakes emotions without compromising your financial security or your relationships. Tune in to learn how to transform a "taboo" topic into a proactive strategy that ensures your loved ones are protected and informed.
People in this episode
Host: David Polatis
Topics covered
- inheritance
- estate planning
- family conversations
- financial security
- relationships
Keywords
- inheritance
- estate planning
- family
- financial security
- conversations
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