Who Gets What?

Derek Jensen, Jensen Estate Law

Here's a question most people never ask: What will your family look like in 2125? Not just your assets. Your family. The people who will carry your name, your values, your stories—or won't. The relationships that will hold strong or fracture. The opportunities your decisions today will create or foreclose a century from now. Most estate planning treats legacy as a transaction—Who Gets What? Divide the assets, sign the documents, done. Estate attorney Derek Jensen questions that approach and discovered that families who thrive across generations think completely differently. They're not planning for a moment of transfer. They're architecting systems that strengthen over time. Through candid conversations with wealth advisors, financial philosophers, and families who've cracked this code, Derek explores the real work of multi-generational thinking. Not just trusts and tax strategies, though those matter, but the conversations, values, and practices that keep families unified and thriving long after you're gone. Whether you're building wealth from scratch, inheriting, helping aging parents navigate their decisions, or preparing the next generation for what's coming—you're part of a chain that extends far beyond your lifetime. This show is about understanding that responsibility and embracing that possibility. Because the best estate plans aren't documents. They're living systems that grow stronger with each generation.

  1. Jun 4

    Washington's Tax Trifecta with Derek Jensen

    In this Season One finale, estate attorney Derek Jensen goes solo to break down Washington State's changing tax landscape and why most families remain dangerously unprotected despite the new laws. On July 1st, Washington's top estate tax rate drops from 35% to 20%. That sounds like good news. But the exemption is also pulling back, the gap between Washington's $3M threshold and the federal $15M exemption hasn't changed, and an estimated 100,000–150,000 Washington households are still caught in the middle. Derek unpacks Washington's "Tax Stack" — the only state in the country with estate tax, capital gains tax, and an income tax all aimed at accumulated wealth. He shares why outdated plans are quietly creating expensive problems, what a "right-sized" plan actually looks like at 35 versus 55, and what three forces (the $124 trillion wealth transfer, rising fiscal pressure, and UBI policy) tell us about where this is all heading. And he ends where the show began: with his own family, the lake property, and a confession — that even after years of advising families through this, he's still in the middle of it himself. "You don't wait for consensus. You don't wait for the perfect legislative environment. You started anyway." Resources mentioned: WashingtonEstateTax.com: calculator, Washington tax breakdown, what changed July 1st Learn more about Who Gets What?: https://whogetswhat.fm/  This podcast is presented by Jensen Estate Law and produced by Marguerite Productions.

    14 min

Trailer

5
out of 5
7 Ratings

About

Here's a question most people never ask: What will your family look like in 2125? Not just your assets. Your family. The people who will carry your name, your values, your stories—or won't. The relationships that will hold strong or fracture. The opportunities your decisions today will create or foreclose a century from now. Most estate planning treats legacy as a transaction—Who Gets What? Divide the assets, sign the documents, done. Estate attorney Derek Jensen questions that approach and discovered that families who thrive across generations think completely differently. They're not planning for a moment of transfer. They're architecting systems that strengthen over time. Through candid conversations with wealth advisors, financial philosophers, and families who've cracked this code, Derek explores the real work of multi-generational thinking. Not just trusts and tax strategies, though those matter, but the conversations, values, and practices that keep families unified and thriving long after you're gone. Whether you're building wealth from scratch, inheriting, helping aging parents navigate their decisions, or preparing the next generation for what's coming—you're part of a chain that extends far beyond your lifetime. This show is about understanding that responsibility and embracing that possibility. Because the best estate plans aren't documents. They're living systems that grow stronger with each generation.