Article
Source: High Net Worth Magazine, Next Gen Wealth Edition, Issue 20
Article
10.09.25
A recent article by Trusts & Estates partner Jennifer Jordan McCall, which was published in ThoughtLeaders4’s High Net Worth Magazine, Next Gen Wealth Edition, highlights the growing caution among grantors when passing wealth to their children and future generations. Rising divorce rates, financial dependence within relationships and increased exposure through social media and AI have made wealth transfer more vulnerable. Combined with the 40 percent U.S. federal estate tax, these risks can quickly erode family fortunes, underscoring the need for open communication, education, and financial discipline among heirs.
The article recommends creating long-term discretionary trusts under favorable state laws to safeguard assets. Such trusts allow flexibility to protect wealth during risky times, while educating heirs on prenuptial agreements, modest spending and financial independence promotes lasting security for future generations.
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