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.
