The Forbes 400: Churn
What share of each year’s Forbes 400 is still on the list 5, 10, 20 and 30 years later — measured across four decades — and what that does and doesn’t say about “shirtsleeves to shirtsleeves.”
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Trust vs. Will: What Each One Does, What Each One Costs, and When You Need Both
Prince had no will; it took six years and $156.4M in dispute. Aretha Franklin had two; it took a jury four years. What a will and a trust actually each do — and why most estates need both.
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What Is a Trust Fund? What It Does, What It Costs, and Who Actually Needs One
Nobody counts trust funds — not the Fed, not the IRS. What a trust fund actually is, what a revocable trust does not do, what it costs to set up and to keep, and the cases where it costs more than the probate it avoids.
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The Heirless Fortune: What Happens to Money With No One to Inherit It
A childless billionaire is pouring his fortune into a 25-person Texas ghost town. What happens to money when there is no heir to take it — the trusts, the foundations, and the failure modes when the recipient isn’t family.
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The Job That Sees It: The Trusts and Estates Lawyer
The trusts and estates lawyer is often the only outsider in the room when a family decides who gets what. What the job involves — the ethics, the fees, the 2026 tax rules, and the cases that define it.
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How Millionaires Live In: Mumbai
Mumbai has around 51,000 dollar millionaires, no inheritance tax, and a legal cap of $250,000 a year on taking money out. What wealth costs on the most crowded peninsula in the world.
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The AI-Native Heir: Why Inheritors Are Ready to Fire the Family’s Advisor
Capgemini found 81% of inheritors plan to switch wealth firms within two years of inheriting. Inside the generational standoff over AI, fees, and who really runs the family office.
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Raising Heirs: Teaching Wealthy Kids About Money
Wealthy families spend a fortune teaching heirs to budget. The research says the variable that actually matters is when you tell them what exists — and most families wait until the mid-twenties.
