Great Wealth Transfer

See how to transfer wealth efficiently and tax-smart.

Great Wealth Transfer & Legacy Planning

Prepare for the Largest Transfer of Wealth in U.S. History

Strategies to minimize estate taxes for high-net-worth families and business owners

Make sure your wealth goes to family—not unnecessary taxes and fees.

Why it matters for families

Without a clear plan, large inheritances can be eroded by taxes, legal costs, family conflict, or poor financial decisions by heirs.
With thoughtful planning, the same dollars can create long-term financial security, fund education and home purchases, and support causes that reflect a family’s values.
Financial and estate planning guidance helps families align their money with their goals, faith, and values so the transfer becomes a positive legacy rather than a source of stress.
Consider lifetime gifting strategies to help children and grandchildren with key milestones like college, first homes, or launching a business, while also potentially reducing future estate taxes

Grandparents can also support heirs

Take advantage of annual gift tax exclusions and other tax-efficient strategies to move assets to younger generations in a controlled way.

Trust, gifting, and advanced insurance-based planning for multi-generational wealth

Special considerations for medical and dental practices, including practice sale/transition

Charitable giving, foundation creation, and philanthropic strategies.

Turn the Great Wealth Transfer into a gift, not a burden, for your heirs.

Want to know a better way to transfer wealth?

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Disclosure

All content on this website is for general informational purposes only and should not be construed as individualized tax, or legal advice. You should consult your own qualified tax and/or legal professional regarding your specific situation before making any decisions.

Separate from any employer plan and separate from our role as retirement income specialists, we may, in our capacity as licensed professionals, recommend the purchase of certain retirement-type or pension-type accounts, or insurance products. You are under no obligation to purchase any product or follow any recommendation, and any decision to do so is entirely voluntary and based on your independent evaluation.

Want clarity, confidence, and a financial strategy that puts you first?

Great Wealth Transfer

Disclosure