Reclaiming Control, Legacy, and Family Dynamics: Estate Planning with Anne Rhodes & Dave Haughton
On this episode, I sit down with Anne Rhodes, Chief Legal Officer at Wealth.com, and estate attorney Dave Haughton for an important conversation about reclaiming control, navigating family dynamics, and how proactive estate planning shapes our wealth, legacies, and relationships across generations.
Anne and Dave share their journeys from major law firms to legal tech and public education. We dig into why estate planning is about much more than technical documents or tax savings—it’s about empowering families, resolving conflict before it starts, and connecting actions to the things that matter most.
You’ll hear us cover:
Anne and Dave’s paths from traditional law practice to digital estate planning and legal innovation
Essential estate planning documents to have at every life stage, from powers of attorney for young adults to advanced trusts for complex family dynamics
Probate, incapacity, and even the importance of sticky notes (literal and metaphorical) on personal possessions
Why “everyone has a plan—the question is, who wrote it: you, or the state?”
Family dynamics, inertia, and why tough conversations are actually an act of care
Real stories about inheritance, meaningful heirlooms, and the ripple effects of legacy (monetary and otherwise)
Procrastination and psychology: why we avoid planning, and the accessible paths forward
The purpose behind planning: honoring true intentions, empowering the next generation, and repairing or deepening family relationships both now and after we’re gone
Anne and Dave bring deep experience, candor, and commitment to making estate planning more accessible and human. Their perspectives help families tackle the hurdles, have the tough conversations, and make choices today that will outlast tomorrow.
If you want to understand how estate planning shapes not just what you leave behind, but the very fabric of your family and your community, this episode is essential listening.
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DISCLAIMER: The content of ”Treussard Talks” is for informational purposes only and should not be considered as financial advice. The views expressed are those of Jonathan Treussard and his guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult with their own financial advisors before making any investment decisions. Go to treussard.com for additional disclaimers.