EPISODE 569: Driven women real estate investors know how to build wealth. What often gets overlooked is how that wealth is protected, transferred, and stewarded across generations.

In this episode, Liz sits down with Lauren Klein to break down how to initiate inheritance conversations with family, why a will alone is not enough, what estate planning actually includes, and how to build the right professional team to protect assets, businesses, and legacy.

This conversation is designed for investors who want clarity, structure, and alignment so their hard work continues to serve their families long after the deals are done.

What to listen for:

Why 74% of women are expecting an inheritance, but feel unprepared to handle it, and two steps to start the dialogue before it’s too late. (00:41)
Why you shouldn’t use AI for your estate planning, if you don’t want mistakes that will end up costing your family money and more stress. (12:18)
Knowing who should be part of your estate and financial planning team so nothing slips through the cracks and causes issues later. (17:45)
The importance of knowing your numbers and ensuring your tax professional understands real estate investing to support you best. (21:39)
Getting clear as a family what you value and what you want to happen with the estate’s assets after they pass, so there’s no animosity. (26:10)

This is where InvestHER CON 2026 comes in.

At the conference, you’ll finally get the estate planning clarity most women never receive through a dedicated breakout session that helps you protect your assets, prepare your family, and build true generational wealth.

Grab your InvestHER CON ticket today!

https://investhercon.therealestateinvesther.com/

Read the UBS Own Your Worth 2025 Report:

https://advisors.ubs.com/mediahandler/media/707707/Own%20Your%20Worth%202025%20_single-page%20view_.pdf

About Lauren Klein:

Lauren Klein is the Co-Founder and CEO of Flourish Law Group, the creator of Legal + Wealthy, and voice behind the Legal + Wealthy Podcast. She’s passionate about helping others build wealth and create legacy, whether it’s through her law firm she runs with her best friend or through her digital courses and masterminds for the legal community. Lauren has helped clients protect billions of dollars in assets in her legal career and has a growing community of law students and lawyers protecting their mental wellbeing, designing their dream lives and becoming wealthy lawyers. When she’s not running her businesses, she’s hanging out with her husband and two little boys, reading as many books as possible, spending time with her friends, or booking her next trip.

Connect with Lauren:

Website: https://www.laurenalexisklein.com/
Instagram: https://www.instagram.com/lawyerlaurenklein/

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InvestHER® Community

Achieve Financial Freedom: Build a Life on Your Terms with a Community of Driven Women Investors

InvestHER Assessment: Take this 5-minute quiz to determine where you are in your investment journey and receive a custom roadmap with practical steps you can start taking today. Start here: https://d90bdsg67z0.typeform.com/to/LQEgbB3M

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InvestHER CON: The #1 premier conference for women in real estate. It’s time to invest intentionally so every decision you make builds cash flow and buys back your time. Register now! https://investhercon.therealestateinvesther.com/

STRIVE Mentorship Program: The Support System for Women Real Estate Investors. You’ve proven you can grow on your own. Now choose who you’ll achieve financial freedom with and build life on your own terms. Apply here » https://mentorship.therealestateinvesther.com/

Need help? Submit a support ticket here:

https://share.hsforms.com/1eH2kI0p2QFat8rsY6FcFdQdi2j2

See you in the arena!

Liz & Andresa