05/27/2026
๐ง๐๐ ๐ฑ๐ฌ | ๐๐ถ๐๐ฎ ๐ ๐ฐ๐๐๐ฟ๐ฑ๐, ๐๐๐พ.
$124 trillion is about to change hands. It's the largest wealth transfer in American history. And most families aren't ready.
Lisa McCurdy has spent 30 years making sure her clients aren't most families. As founder of The Wealth Counselor, LLC and creator of Legacy on Purposeยฎ, she's built a career at the intersection of law, legacy, and the conversations families avoid until it's too late.
Now she's in ๐ฆ๐ต๐ฒ๐๐ป๐ผ๐๐ with a message every parent needs to hear: preparing your young people for wealth isn't about the inheritance. It's about the intention behind it.
The Great Wealth Transfer doesn't have to be the great family fracture. Not on Lisa's watch.
Read the full article on ๐ฆ๐ต๐ฒ๐๐ป๐ผ๐๐.
๐ก.๐: ๐ง๐ต๐ฒ $๐ญ๐ฎ๐ฐ ๐๐ฟ๐ถ๐น๐น๐ถ๐ผ๐ป ๐ณ๐ถ๐ด๐๐ฟ๐ฒ ๐ฐ๐ผ๐บ๐ฒ๐ ๐ณ๐ฟ๐ผ๐บ ๐๐ผ๐ฟ๐๐๐ป๐ฒ/๐๐ฒ๐ฟ๐๐น๐น๐ถ ๐๐๐๐ผ๐ฐ๐ถ๐ฎ๐๐ฒ๐ ๐ฟ๐ฒ๐ฝ๐ผ๐ฟ๐๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐ต๐ฎ๐ ๐ฏ๐ฒ๐ฒ๐ป ๐๐๐ฒ๐ฑ ๐ถ๐ป ๐๐ถ๐๐ฎ'๐ ๐ฝ๐ฟ๐ถ๐ผ๐ฟ ๐ฝ๐น๐ฎ๐ฐ๐ฒ๐บ๐ฒ๐ป๐๐ (๐๐ฒ๐ฟ ๐๐ด๐ฒ๐ป๐ฑ๐ฎ, ๐ช๐ผ๐ฟ๐๐ต).