Receiving a significant inheritance is a triggering event for estate plan review. Work with your estate planning attorney to revisit your will, revocable trust, powers of attorney, and beneficiary designations to ensure they reflect your updated financial picture and current intentions. Depending on your net worth, you may also want to explore trust structures — such as spousal lifetime access trusts or irrevocable life insurance trusts — that can help protect and transfer your expanded wealth efficiently. The OBBBA permanently increased the federal estate and gift tax exemption to $15 million per individual effective Jan. 1, 2026, providing meaningful planning runway for families at this wealth level.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
