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The 100 Year Wealth Plan: How Families Build Multi-Generational Legacies
Episode Notes
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode SummaryA historic $80 trillion wealth transfer is expected over the next 20–25 years. In this episode, Eric Tashlein explains why families with $5–$10 million or more in net worth are shifting from traditional retirement planning to 100-year financial and estate planning.
Eric discusses how thoughtful tax strategies, Roth conversions, and well-structured trusts can help families reduce tax erosion, protect assets, and create a financial framework designed to benefit future generations.
Key Takeaways- The U.S. is entering the largest wealth transfer in history.
- Higher net worth families often shift to multi-generational planning.
- Roth conversion strategies can reduce long-term tax burdens for heirs.
- Combining family trustees with corporate trustees can provide both personal insight and professional administration.
- Proper planning helps prevent the common “shirt sleeves to shirt sleeves” loss of wealth across generations.
True wealth planning goes beyond retirement. With the right structure, families can protect their assets, reduce taxes, and build a financial legacy that benefits multiple generations.
Connect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152
🌐 oeswealthpartners.com
DisclosureSecurities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.
View all episodes
By Eric TashleinEpisode Notes
Scaling Your Business and Wealth Podcast
Host: Eric Tashlein, CFP®, CEPA®
Episode SummaryA historic $80 trillion wealth transfer is expected over the next 20–25 years. In this episode, Eric Tashlein explains why families with $5–$10 million or more in net worth are shifting from traditional retirement planning to 100-year financial and estate planning.
Eric discusses how thoughtful tax strategies, Roth conversions, and well-structured trusts can help families reduce tax erosion, protect assets, and create a financial framework designed to benefit future generations.
Key Takeaways- The U.S. is entering the largest wealth transfer in history.
- Higher net worth families often shift to multi-generational planning.
- Roth conversion strategies can reduce long-term tax burdens for heirs.
- Combining family trustees with corporate trustees can provide both personal insight and professional administration.
- Proper planning helps prevent the common “shirt sleeves to shirt sleeves” loss of wealth across generations.
True wealth planning goes beyond retirement. With the right structure, families can protect their assets, reduce taxes, and build a financial legacy that benefits multiple generations.
Connect with Eric Tashlein, CFP®, CEPA®📞 1-800-878-7152
🌐 oeswealthpartners.com
DisclosureSecurities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.