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The Great Wealth Transfer Is Coming—But Without a Plan, It Could Be an $84 Trillion Mess

March 30, 2025Kari VoorheesUncategorized

Everyone’s buzzing about “The Great Wealth Transfer”—a jaw-dropping $84 trillion projected to change hands between generations over the next 20 years. Sounds like champagne and private islands, right?

Not so fast.

Here’s the catch: most Americans still don’t have an estate plan. That means a giant chunk of that money could vanish into legal fees, taxes, and bitter family feuds. Not exactly the dream your parents (or you) had in mind.

At Voorhees Law Group, we’re all about keeping your legacy intact and your family out of court.

Big Dreams, Zero Documents A recent survey by Trust & Will found that 82% of Americans know estate planning is important—yet only 31% have a will. And just 11% have a trust. Even worse? More than half of adults have no estate planning documents. No will. No power of attorney. No healthcare directive. Nothing.

When that happens, your loved ones may be stuck navigating a messy, public, expensive court process just to sort out your affairs. And if there are disagreements? Hello, courtroom drama.

Without a Plan, Here’s What Could Happen:

  • Months (or years!) of probate
  • Thousands in legal fees
  • Assets lost to taxes and creditors
  • Emotional strain on your family

That’s not the legacy you want to leave.

You Can Avoid the Chaos Even a basic plan—a will and powers of attorney—can make a huge difference. But if you want to keep your family out of probate entirely? A properly funded trust is the way to go.

And here’s a hot tip: A trust that isn’t funded is just a fancy paperweight. Retitle your assets and execute the right documents, or your plan won’t work when it matters most.

Estate Planning Isn’t Just for Millionaires Listen, you don’t need a yacht to need a plan. Everyone—yes, everyone —has something worth protecting, whether it’s your home, your savings, or just making life easier for your loved ones.

And if you do have significant assets? Now’s the time to act. Big tax law changes could hit in 2025, and smart planning today can save your family a fortune tomorrow.

Let’s Get This Done Whether you’re leaving behind real estate, a business, or just your favorite vintage guitar, the question is the same: Do you have a plan?

If not, let’s fix that.

At Voorhees Law Group, we create custom estate plans that reflect your values, protect your family, and keep things running smoothly. Let’s make sure your legacy is a gift—not a burden.

👉 Request a free consultation and take the first step today.

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Voorhees Law Group PC

Headquartered in Chino, Voorhees Law Group PC serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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Recent Posts

  • Pope Francis’ Final Wishes: How One Simple Document Can Carry Your Legacy Forward
  • The High Cost of Cutting Corners in Estate Planning: What We Can Learn from the Alan Lorenz Case
  • When Love, Legacy, and the Law Collide

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Chino, CA 91710

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Yorba Linda, CA 92886

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