MeaningFULL Work Podcast with Dr. Nicole Roberts Jones

Building Wealth That Lasts: Essential Estate Planning Strategies and Bridging the Racial Wealth Gap

Dr. Nicole Roberts Jones Season 1 Episode 24

In this powerful episode of The Meaningful Work Podcast, Dr. Nicole sits down with Aimee Griffin, principal attorney of Life & Legacy Counselors at The Griffin Firm PLLC, to demystify estate planning and shares vital insight for women who are already thriving and want to ensure their wealth extends = legacy endures. 

Discover how to make your money work smarter for you today and create a lasting impact for generations to come. Aimee breaks down critical insights you won’t want to miss! 

Here are 5 keys you’ll learn when you listen in:

1.     The Real Difference Between a Will and Estate Planning:
Spoiler: A will isn’t enough! Find out how a real estate plan can save your loved ones from headaches, probate, and outright loss.

2.     Why Probate is NOT Where You Want Your Legacy to End Up:
Aimee calls it “one of the greatest government scams going”—learn why and how to avoid the probate process.

3.     Estate Planning is for Everyone (Not Just the Wealthy!):
Did you know only about 26% of Black Americans have an estate plan? Aimee explains how every person—no matter the bank balance—can create a meaningful plan.

4.     How to Assess Your Assets & Liabilities
Get practical advice on starting your journey: take an assessment, know what you own, what you owe, and how to create a strategy that fits your unique story.

5.     Why Treating All Your Children "Equally" Isn’t Always the Best Plan:
(And why being honest about your family situation matters more than what’s “fair.”) This is about real relationships and responsible planning!

Fun fact from the episode:
If you don’t have an estate plan when you pass, you’re basically creating a scavenger hunt for your loved ones! (And trust us, with everything being digital these days, it’s a scavenger hunt no one wants to play.)

Ready to get inspired to secure your family’s future?
Tune into this episode for wisdom, laughs, and a few eye-opening truths. You’ll walk away ready to take action—whether that’s talking honestly with your family, reviewing your assets, or finding a trustworthy advisor to help you build your legacy.

👉 Listen and start planning your legacy, not just your retirement.

Call to action:
Share with a friend, a family member, or that neighbor you know needs to hear this conversation! And don’t forget to let us know your top takeaway from the episode.

If you're ready to take control of your future and craft a legacy that reflects your success, don't wait — learn how to create plans that truly work for your family and your vision

People on this episode