You worked hard to build your wealth. Now comes the real challenge: making sure it lasts.
In this episode, Derek and Tony break down legacy planning strategies to help families preserve wealth across generations. You’ll learn how Roth conversions, estate taxes, trust structures, and family meetings play a role in long term wealth transfer and how to prepare heirs to responsibly manage inherited assets.
This conversation covers practical estate planning concepts, retirement income considerations, and ways high net worth families can reduce taxes while protecting their legacy. If you are thinking about generational wealth, succession planning, or how to pass assets on with intention, this episode gives you a clear framework to start.
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