Understanding Family Dynamics in Estate Planning
Originally Posted on Your Estate Matters
Featuring Julia Chung
April 24, 2025
Julia had a great time talking about families, succession, estate and all those feelings in the Your Estate Matters podcast with Nicole Garton.
“But when we think about the wealth of a family, when you think about what’s valuable in your family, you probably don’t say, you know what the most valuable thing in my family is? The business my dad built.”
– Julia Chung
Check out the full discussion here.
For other posts that feature Spring in the news, click here.
Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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