Wealth Transfer
The most common estate planning mistake isn’t failing to write a will. It’s assuming estate planning only becomes relevant once your net worth approaches the federal estate tax threshold. At $15 million per individual in 2026, most West Palm Beach families aren’t there. But that doesn’t mean their assets transfer efficiently, avoid probate, reach the…
Most estate plans focus on what happens after death. The families who actually transfer wealth successfully focus on something harder: preparing their children and grandchildren to receive it, manage it, and not lose it within a generation. Bouchey Financial Group helps West Palm Beach families plan the full arc of wealth transfer, from structuring lifetime…
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends and family. As we guide clients through many different phases and transitions of life, we often provide counsel to people who are interested in transferring wealth to the next generation. My husband and I just…