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Generational Wealth Articles | SimplyTrust

Home→Generational Wealth

Generational Wealth

Learn how to build generational wealth through trusts, estate planning, and strategic asset protection. Discover tools to preserve and transfer wealth across...

How can I protect my wealth from estate taxes when passing it to my children?

Estate taxes only apply to estates exceeding $15,000,000 per person, or $30,000,000 for married couples. For larger estates, revocable living trusts can help streamline the transfer process and avoid probate, while irrevocable trusts may provide additional tax benefits. Many families also use annual gifting strategies within the $19,000 limit per recipient to gradually transfer wealth tax-free over time.

Largest Wealth Transfer in History Demands New Planning Approach

Largest Wealth Transfer in History Demands New Planning Approach

Private banking experts call for fundamental shift in succession planning as families navigate the largest wealth transfer in history.

SimplyTrust EditorialMarch 18, 2026

Great Wealth Transfer Creates Crossroads for Financial Advisors

Great Wealth Transfer Creates Crossroads for Financial Advisors

Industry expert warns that independent financial advisors face a critical test as trillions transfer between generations through outdated estate plans.

SimplyTrust EditorialMarch 18, 2026