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.
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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.
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Marriage and Prenups: Romance, Power, and Protection
About 80% of $1M+ households sign a prenup, vs. ~15–20% of the general public. What that contract actually does — and the two things doing more work behind it.
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Borrowing Against Wealth: Why the Rich Often Use Debt
SBLOCs let wealthy households spend without selling. The 25 richest Americans paid a 3.4% true tax rate. Here’s how buy-borrow-die actually works.
