Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations

Episode 4 of Estate Planning with Fexingo dives into the Spousal Lifetime Access Trust (SLAT), a sophisticated estate-planning tool that lets couples remove assets from their estates while still benefiting from them. Lucas and Luna walk through a concrete example: a couple with $10 million in assets who uses a SLAT to shield $6 million from estate tax, saving over $2.4 million in potential taxes a...

Lucas and Luna dive into the generation-skipping trust — a powerful but misunderstood estate-planning tool that lets wealthy families pass assets to grandchildren while bypassing a layer of estate tax. Lucas explains how the GST trust works, the current $13.99 million exemption per person (indexed for inflation in 2026), and the key rule that prevents 'dynasty trusts' from running forever. They us...

When you die, your digital assets don't vanish. Lucas and Luna unpack the messy reality of digital inheritance—from Apple iCloud accounts to cryptocurrency wallets—and why a traditional will often fails to cover them. They walk through a real case: a family locked out of a six-figure crypto portfolio because the executor didn't know the private key existed. They also explain the Revised Uniform Fi...

In the debut episode of Estate Planning with Fexingo, Lucas and Luna dig into the most startling number in the field: 70% of American adults don't have a will or trust. Using the cautionary tale of Prince's estate—a $300 million windfall tied up in probate for six years—they explain why dying without a plan is a costly gamble. They walk through the basic difference between a will and a revocable l...