We are honored to share that Jim Ruggiero was recently featured in Barron's, one of the nation's most respected financial publications, for his insight on advanced estate planning strategies for high-net-worth individuals and families.
As baby boomers prepare to pass $53 trillion to the next generation by 2045, families across the country are rethinking how — and when — to transfer wealth. Barron's recently explored this shift in a feature on modern estate planning strategies, and turned to Jim Ruggiero, founder of Ruggiero Law Offices, for his expertise. The article highlights how tools such as revocable living trusts and irrevocable life insurance trusts help families reduce conflict, minimize taxes, and pass wealth on with clarity and intention. Whether you're just beginning to think about your estate or looking to update an existing plan, this recognition reflects our commitment to staying at the forefront of strategies that protect what matters most to you and your family.
What the Article Covered
In the feature, Jim Ruggiero discussed key considerations for individuals and families with significant assets, including:
- How the One Big Beautiful Bill permanently raised the federal estate tax exemption to $15 million per person — and what that means for your planning
- Why revocable living trusts are surging in popularity as a flexible, probate-avoiding alternative to traditional wills
- How irrevocable life insurance trusts protect assets from creditors and ensure distribution according to your wishes
- Using trusts to reduce family conflict over property, business ownership, and inheritance decisions
- Why proactive planning — not reactive — is now the standard for families with significant wealth
For families navigating sophisticated estate planning decisions, thoughtful structure and early action can make a meaningful difference.
Read the Full Barron's Feature here.
