Awkward Money Conversations:
Inheriting a Second Home
Episode 165
In today’s episode, I talk with Amy Mariani, a former trial attorney turned mediator, about helping families navigate passing on a second home to the next generation. Often siblings and inheritors don’t agree on how the home should be used or if the home should be sold. That is when a neutral third party can be useful in helping the individuals resolve the conflict in a way that preserves their relationship. Amy shares when and how a mediator can assist families and individuals mediate differences to avoid a costly legal battle.
Listen to this podcast and discover:
- Why next-gen often fights about how to handle a second home
- When to hire a mediator vs. a facilitator vs. a conflict coach
- The 3 “P”s that make working with a mediator a waste of money
- How to invite a sibling, parent, or adult child to mediation
- Where to find a qualified mediator to assist you
Want to connect with Amy? Here’s how:
- Website: Mariani Mediation
- LinkedIn: Amy Cashore Mariani
- Twitter: @marianimediate
A special thank you to our episode sponsor, Life Transitions by Dr. Amy.
This episode is sponsored by Life Transitions by Dr. Amy. When it comes to life’s changes, there are two types of people: those experiencing the change and the professionals advising them. Life Transitions by Dr. Amy walks beside both, helping financial professionals and individuals navigate more gracefully through any life change. To find out more, click here.
Our Sponsor’s Special Offer for Advisors: 20% off our listeners’ choice of Dr. Amy’s Advisor Programs with the discount code of DrAmy20.
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