TITLE TRANSITION
TRANSITION | Financial Planning
Have you formally developed a strategy to align the exit value of your business to your post-sale wealth/retirement goals?
No
37%
63%
Yes
Lifetime estate and gift tax exemptions are scheduled to reduce significantly Jan. 31, 2026. Have you revisited your estate plan to specifically address these changes?
Have an estate plan already and am planning to revise
10%
Have an estate plan, but am not sure
27%
Have an estate plan already and am not planning to revise
43%
20%
Don’t have an estate plan
ALDRICH INSIGHTS
Estate Planning is Crucial for High-net-worth Individuals and Families
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