Multigenerational wealth plans are strategic frameworks that preserve assets, transfer values, and manage...
Preparing heirs financially helps protect family wealth and builds the money skills heirs need to manage...
Phased succession plans let business owners transfer leadership and ownership over time—reducing risk,...
Family governance documents formalize expectations for managing family assets and decision-making after...
Grantor and non-grantor trusts are distinct legal and tax vehicles. Choosing between them affects who...
Basis, step‑up, and reporting rules determine whether heirs pay capital gains or estate tax when they...
Wealth transfer strategies are planning tools—like trusts, gifts, and insurance—used to move assets to...
Naming and training successors for family wealth stewardship means choosing who will manage your family's...
Lifetime gifting strategies let you transfer wealth during your lifetime to reduce estate tax exposure,...
Preparing heirs for wealth means teaching financial skills, creating clear governance, and using incentives...