The Great Wealth Transfer: What Families Need to Know Before the Money Arrives

Michael Trefel

Published on: 19/08/2026

An estimated $124 trillion is moving from Baby Boomers to the next generation over the coming decades. Most families receiving it are unprepared. This post breaks down what the Great Wealth Transfer means and how to be ready for it.

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The Estate Planning Mistakes That Cost Families the Most. None of Them Are Legal Errors.

Michael Trefel

Published on: 26/05/2026

Most estate planning mistakes are not legal errors. They are structural ones. This post covers the gaps that quietly erode what families spend a lifetime building and the decisions that prevent them.

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How to Build Generational Wealth: The System Most Families Never Put in Place

Michael Trefel

Published on: 29/04/2026

Generational wealth is not about how much you accumulate. It is about the system you build around what you have. This post breaks down why most family wealth disappears and what the families who keep it do differently.

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