Estate planning for high net worth families

Estate planning for high net worth families is essential to avoid probate, reduce taxes, and protect your legacy. In this video, we explore the case of John and Susan, who have $3 million in assets and want to ensure everything passes smoothly to their three children. With risks like improper titling and tax-heavy IRA inheritances, we walk through key strategies including living trusts, Roth conversions, and asset protection tools that can make all the difference. If your family has accumulated significant wealth, this case study will help you understand how to safeguard it for the next generation.