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Financial Insights
Wealth Management and Planning Insights


Guarding Generational Wealth: Trust Strategies to Keep Family Fortunes Intact
This in-depth guide explains why most fortunes fade after three generations and shows how tax-efficient trusts—from credit-shelter and QTIP to dynasty and SLAT—can preserve, protect, and grow family assets for decades. Learn how to pair the new $15 million federal estate-tax exclusion with proven trust structures to reduce taxes, safeguard control, and ensure your legacy endures.
Gustaf Rounick, CFP®, ChFC®
Aug 1
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