Why Most Inheritance Conversations Fail Before They Even Start | Ali Katz

You've been trying to have the inheritance conversation with your parents, and it's not going well. Or you're afraid it won't. In this solo episode, Ali Katz breaks down why that conversation keeps stalling or backfiring, and lays out the three things that actually rebuild trust: commitment, curiosity, and collaboration. She gets personal about the resentment and judgment she had to work through with her own mother before she could commit to caring for her, and walks through a real example from her podcast conversation with Keith and his dad, where getting curious about why he "liked worrying" changed the entire tone of the conversation. She closes with why this work matters right now, in the middle of what she calls a meta crisis, and how staying in connection with her own mom, even when fear or protectiveness still shows up, has built the best relationship they've ever had. In this episode: -Why the inheritance conversation with your parents keeps stalling or backfiring -The three-part trust framework: commitment, curiosity, collaboration -What real commitment to your parents actually requires -How to bring curiosity instead of assumption into the conversation -Why collaboration means giving your parents the partnership you wished you'd had as a teenager -What Ali's own relationship with her mom teaches about staying in connection Free Resource: Join Ali's next live Estate Planning Masterclass to learn how to make sure your will, trust, or estate plan truly works for you and the people you love. Register here: https://personalfamilylawyer.com/masterclass Ali also publishes The Great Wealth Transfer Substack, with more resources linked from her website: https://alikatz.com/ For Lawyers: Curious about building or growing an estate planning practice you actually love? Explore this training for attorneys and hear how lawyers are creating more predictable, relationship-centered practices through the Personal Family Lawyer® model. Register here: https://go.newlawbusinessmodel.com/event-w-2026-09-08?hsCtaAttrib=218711726217 Follow and subscribe to get notified of every new episode, and feel free to share this one with a sibling, a friend, or even a parent, to let them know you're showing up. Connect with Ali Katz: Instagram: https://www.instagram.com/thealikatz Facebook: https://www.facebook.com/TheAliKatz/ LinkedIn: https://www.linkedin.com/in/thealikatz/ Website: https://alikatz.com/