Wealth management advisers are everywhere, so that's a good place to start. Plus there is a lot of information on the internet-- if you are good at sifting out the portions not applicable to your circumstances.
The limit with advisers is they are meticulous within their own lane, but don't think out of the box. For example, ask them which inheritance laws will likely change before your death. They will not answer that. They probably won't even guess. Because they don't know (nor do I.) And guessing could open them up to liability. But such things could become one of the most impacting things about how your wealth passes to the next generation. So how do you navigate with such uncertainty?
Laws do change, as governments everywhere are hungry for more revenue. And targeting high net worth individuals, and inheritances, are juicy targets. It's my opinion that more targeting of wealth and inheritance through "means testing" is going to occur. California recently did this:
California's newly passed Proposition 19 will likely have major tax consequences for individuals inheriting property from their parents.
www.naimishlewislaw.com
So my advice of things to consider are:
1. Find a reputable wealth/inheritance adviser;
2. Use tax-free gifting in wise ways (i.e. can you "gift" a percentage of real estate in lieu of cash in your state?); and,
3. Keep an open mind about moving some of your wealth off the radar of taxation. I do not advocate being a tax cheat; however, some assets can store wealth and are subject to less scrutiny upon death.
