Estate Planning
Estate Planning for Blended Families: Preserving Generational Wealth
Blending families and wealth? How do you protect your legacy without starting a feud? Explore estate planning for blended families done right.
Blending families and wealth? How do you protect your legacy without starting a feud? Explore estate planning for blended families done right.
Could a poorly planned buy-sell agreement cost your heirs millions—or your business its future? Discover what every wealthy owner needs to know now.
Learn how Qualified Small Business Stock (QSBS) can help entrepreneurs save millions in taxes by excluding up to $10M+ in capital gains.
With the 2026 deadline approaching, is it too late to invest in Opportunity Zones, or are there still tax-saving opportunities worth exploring?
How can high-net-worth families help ensure their estates remain liquid, avoiding forced asset sales, heavy debt, and family disputes?
At the ultra-high-net-worth (UHNW) level, the rules of wealth management shift dramatically. With portfolios exceeding $100 million, investors gain access to opportunities and challenges that
Running your own business comes with numerous tax breaks: deductions for expenses, healthcare premiums, and retirement plan contributions, to name just a few. In fact,
We’re approaching what could be the largest wealth transfer in American history. However, wealth has a way of disappearing. According to a 20-year study of
2025 brings in big news for estate planning. Since 2018, we’ve enjoyed generous estate tax exemptions, and they were set to expire at the end
Would you like to help protect your family’s financial future without crossing any tax lines? While we all have to pay our fair share of
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While the firm is registered in FL, TX and CO, WealthGen Advisors are able to offer advisory services in other states. The information presented is for educational purposes only and should not be considered an offer to buy or sell, or a solicitation of any offer to buy or sell securities and does not amount to investment advice.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
WealthGen Advisors does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investment Advisory Services offered through WealthGen Advisors a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
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