Is Your Estate Plan Quietly Costing Your Family Millions?
Most successful families are prepared for the wrong threat. This private seminar reveals what the wealthiest families do differently.
If your estate plan is sitting in a binder, unchanged for years, it may already be outdated, underfunded, or aimed at the wrong tax problem. Learn how to turn static documents into a living system designed to protect wealth, guide heirs, and preserve family legacy.
The most dangerous estate plan may be the one you already have.
You paid for documents. You have the binder. You feel protected. But if your plan has not evolved with tax law, your family, your assets, and the risks facing private wealth, it may be quietly creating exposure right now.
What changed?
- Tax laws, court decisions, and regulations have shifted.
- Your wealth may have grown beyond the plan’s original design.
- Children married, divorced, had children, or took on new risks.
- Capital gains tax, creditor exposure, lawsuits, and IRA rules now demand a different strategy.
The question to ask
If you received a serious medical diagnosis, would you trust a treatment plan written 10 years ago and never reviewed?
Your family’s financial health deserves the same ongoing attention. A plan that was excellent when signed can become dangerous when ignored.
At this private briefing, you’ll discover:
This is not generic trust talk. It is a different way to think about wealth preservation for families serious about protecting assets across generations.
- Why preparing only for estate tax may mean preparing for the wrong war.
- The trust language that can help protect a child’s inheritance from divorce, lawsuits, and creditors.
- Why old IRA beneficiary strategies may no longer work after the 2020 rule changes.
- How a better structure may help unlock step-up in basis opportunities and reduce avoidable tax exposure.
- The Golden Funnel™ approach for keeping wealth from leaking through taxes, lawsuits, and poor planning.
- Why unfunded trusts can still force families into probate, delay, and unnecessary expense.
- How a Personal AI Legacy Advisor can preserve wisdom, values, and guidance for future generations.
- The Science of Staying Rich™—a system for preventing “shirtsleeves to shirtsleeves in three generations.”
Choose the date and location that works best.
Each private briefing is approximately 90 minutes. Complimentary coffee and tea will be served. Seating is limited.
Wequassett Resort
2173 Head of the Bay Road, Harwich
Tuesday, June 30, 2026 • 10:00 a.m.
Bog Tavern – Brookside Club
11 Brigadoon Road, Bourne
Tuesday, July 1, 2026 • 10:00 a.m.
Dan’l Webster Inn
149 Main Street, Sandwich
Wednesday, July 7, 2026 • 10:00 a.m.
Courtyard by Marriott
707 Iyannough Road, Hyannis
Wednesday, July 8, 2026 • 10:00 a.m.
149 Main Street, Sandwich
Wednesday, July 15, 2026 • 10:00 a.m.
This could be the most important 90 minutes you invest this year.
If your family has $10M+ in net worth, an existing estate plan, and a serious desire to preserve wealth across generations, reserve your seat for this private Cape Cod briefing.
