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The $124 Trillion Wealth Transfer Has a Paperwork Problem
Legacy Planning·8 min read

The $124 Trillion Wealth Transfer Has a Paperwork Problem

A record $124 trillion is about to change hands through 2048, yet fewer than one in three adults has a will. The families who plan now will pass wealth cleanly. The rest will meet in probate court. Here is how to be on the right side of that line.

Jul 31, 2026Read Article →
The $15 Million Estate Exemption Is Now Permanent
Legacy Planning·9 min

The $15 Million Estate Exemption Is Now Permanent

The One Big Beautiful Bill made the $15 million estate tax exemption permanent, shifting the game from rushed year-end gifting to durable, multigenerational legacy planning. Here is how affluent families should respond.

Jul 3, 2026Read →
Congress Just Gave Families a $15 Million Tax-Free Window. Most Won't Use It.
Legacy Planning·5 min

Congress Just Gave Families a $15 Million Tax-Free Window. Most Won't Use It.

The new estate tax exemption is $15M per person, the highest in U.S. history. But without the right structure, most families will watch this opportunity expire unused.

Apr 3, 2026Read →
No Will, No Plan: Why Dying Without a Legacy Strategy Is a Wealth Killer
Legacy Planning·5 min

No Will, No Plan: Why Dying Without a Legacy Strategy Is a Wealth Killer

More than 60% of Americans have no will. Without one, the state decides where your money goes. Here is what happens to your estate and your family when there is no plan.

Mar 28, 2026Read →

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