Trusts: How Wealth Is Held, Protected, and Passed On
A trust isn’t one thing. The kind most people get skips probate but protects nothing; the kind that moves real wealth works only because you give up control. Here’s which does what.
-
-
Legacy: Inheritance, Heirs, and Family Continuity
About 90% of family wealth is gone by the third generation. Inside the trusts, governance, and heir prep that separate the dynasties that last from those that don’t.
-
Inheritance: The Transfer of Wealth Between Generations
How wealth actually moves between generations in 2026 — the $15M exemption, the step-up in basis, lifetime gifts, dynasty trusts, and the talk-to-the-heirs problem.
-
Taxes: How Wealth Is Structured and Preserved
The 25 wealthiest Americans paid a 3.4% income-tax rate on their wealth growth, per ProPublica. The structures that produce that number — explained, not editorialized.
