Protect Your Aging Loved Ones From Undue Influence
September 7, 2022
Undue Influence As A Form Of Elder Abuse
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An inheritance trust for adult children is not about controlling the money or questioning your child’s judgment. It places protection around family wealth before that wealth enters the legal and financial risks that accompany the life your child has built.
In 2026, estates and trusts enter the 37% federal marginal income tax bracket once taxable income exceeds $16,000. A single individual does not enter that bracket until taxable income exceeds $640,600. Those numbers get attention. They do not answer the most important question: What do you want this wealth to make possible for the people you love?
Make-A-Will Month is a good reminder to think about this. But for business owners, a will barely scratches the surface. I work with business owners on exactly these questions, and the gaps I find are almost always the same.
