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The Pending Wealth Transfer Crash: Why Estate Planning Isn't Working
Released on Tuesday, August 18, 2020•ESTATE PLANNING
We are on the verge of $30 - $68 trillion dollars passing from one generation to the next over the next few decades. As much as 70% of this wealth is lost at each generation, resulting in only 10% reaching generation three. Where does it go? Who gets it? What happens to the family? What can we do about it? Traditional approaches of divide, distribute, and dissipate don't work. Find out what does work and what you can do about it.
Richard E. Durfee. Jr., is the senior attorney at Durfee Law Group, PLLC, which evolved through natural selection from various partnerships. Located in Mesa, Arizona, the firm's services range from wills, trusts, and probate, to complex multi-jurisdictional planning for the ultra-wealthy. Mr. Durfee's main focus is on multi-generational dynasty planning, business and asset protection, strategic charitable planning, and associated tax planning.
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