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Legacy Planning · Jul 31 · 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.

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Legacy Planning · Jul 3

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 · Apr 3

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.

Legacy Planning · Mar 28

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.

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