Industry Commentary
InvestmentNews: When a $30 Million Inheritance Becomes a Shock: Why Heir Readiness Matters More Than Tax Planning
Brad Repinsky shares why preparing heirs for inherited wealth is just as important as tax-efficient estate planning.
Brad Repinsky, Esq., Head of Estate, Tax, and Financial Planning at SEIA, explains why successful wealth transfer requires more than minimizing taxes. In his InvestmentNews article, he explores how early family conversations, thoughtful preparation, and a clear understanding of wealth’s purpose can help heirs manage significant inheritances and preserve family relationships across generations.
Read the Full ArticleMarch 13 2026
When most families think about estate planning, they focus on taxes. How do we help minimize estate taxes? How do we pay the least amount of income taxes? How do we transfer assets in the most tax-efficient way possible? Those are worthwhile questions. But in my experience, something else keeps clients up at night.
One of the greatest risks in wealth transfer is heir unreadiness. I’ve seen technically sound estate plans unravel because the next generation was not prepared for what they were about to receive. I have also seen imperfect plans succeed because families had thoughtful conversations long before assets passed down. The difference is rarely in the drafting; it lies in whether the heirs were prepared.
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