We usually think “legacy” means wills, trusts, and what people get after we’re gone.
Lawyers, paperwork, awkward conversations about who gets the house… and a lot of avoidance.

But what if legacy isn’t what you leave behind — it’s how you live, how you communicate, and how you prepare your family while you’re still here?

In this powerful episode, Dr. Payal Beri sits down with Lisa McCurdy, estate & legacy attorney, founder of The Wealth Counselor and Defining Legacy Group, who has spent nearly two decades guiding high-net-worth families through generational wealth, family conflict, and the emotional “cancer” of things that are never said out loud.

Lisa McCurdy - Wealth and Legacy

Lisa shares how caring for an elderly uncle with dementia — and being forced into a public guardianship process — completely changed her career and led her to reframe legacy as connection, intention, and celebration, not just legal documents.

Together they explore:

• Why “whatever you’re avoiding will come out” if you don’t address it head-on
  
  
• How unspoken stories, labels, and secrets quietly divide families over time
  
  
• The client who received a surprise $10M inheritance… and felt guilty accepting it
  
  
• Why wealth in families of color is often hard-fought and especially vulnerable
  
  
• How to choose the right people to make financial & medical decisions for you
  
  
• The role of the “anchor” (often a woman) who quietly carries the family’s emotional + logistical load
  
  
• How one family with 11 owners of land + a business used an apprenticeship program to create healthy succession instead of resentment
  
  

If you’ve ever worried that your family might one day explode over money, wills, or “who got what” — or you’re the person everyone expects to handle everything — this conversation will help you see legacy as an act of love, clarity, and emotional generosity, not fear.

Connect with Lisa McCurdy:

• Website – Legacy Makers & resources: lisagmccurdy.com
  Lisa McCurdy - Wealth and Legacy
• LinkedIn: Lisa McCurdy
• Instagram: @lisagmccurdy

Connect with Dr. Payal Beri & Reframing Perspectives:

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• Speaking & Media: https://www.payalberi.com