Starcast Join the waitlist
Cornerstone Private Office

Cornerstone Private Office

Tax Planning for Families, Not Just Businesses

Aug 12, 2026 · 11m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

On this episode

About this episode

The family is not a beneficiary of the financial enterprise — it is the enterprise. Professor Jack Ledger builds the framework for family tax architecture: the 40 percent estate tax, annual gifting programs, grantor trust mechanics, Family Limited Partnership valuation discounts, and the inherited IRA rules that now require multi-generational income tax planning for retirement assets. This episode shows how sophisticated families apply the same rigor to household and generational tax outcomes that they bring to their businesses.