Multigenerational + Dynasty Wealth Transfer

Multigenerational and dynasty wealth transfer planning is a more sophisticated estate planning concept.  This type of planning most commonly involves high net worth individuals who wish to ensure future generations are provided for in a tax-advantaged manner.  It often involves planning around the federal gift and estate tax exemption.  There are numerous ways to effectuate this advanced planning, all of which are highly specialized to the unique needs and circumstances of each client.  Clients endeavoring to embark on this sort of planning are commonly considering irrevocable trusts, lifetime gifts, sales and maximizing qualified small business stock exclusions.

A multigenerational family sitting together, playing a card game in a cozy living room setting. The image reflects warmth, connection, and the transfer of family values and legacy across generations.