There's a conversation you aren't having with your parents.
They are going to die one day. You want to ask them about the plan, but don’t know how. Learn how to start the conversation before it’s too late. Get my Inheritance Guide.
We respect your privacy. Unsubscribe anytime.
I help you make hard things easier.
Over the next decade, trillions of dollars will transfer between generations.
Not from dynasties, but from ordinary families with houses, retirement accounts, and life insurance policies that nobody has discussed out loud.
Most adult children never ask.
Not because they don’t care.
Because asking feels like overstepping. Greedy. Entitled.
Somewhere underneath the discomfort is a dynamic that’s been running since childhood. Avoidance, unspoken resentment, performance anxiety, or magical thinking that someone has it all handled.
These aren’t personality flaws. They’re inherited patterns.
And they’re the reason the conversation rarely happens.
22M
The New Inheritors
22 million Americans now aged 35-65 will inherit estates valued between $200,000 and $10 million.
(Cerulli Associates, 2024)
40%
The “No Will” Paradox
40% of Americans in that asset range believe they “don’t have enough assets” for a will.
(Northwestern Mutual, 2024)
4 Ways You Might Lose Everything
Care: Long-term Care costs $50,000-$200,000 annually.
An extended illness can eliminate an inheritance in months.
Courts: Estates get locked in probate or conflict.
This can cause up to two years of delay. Contested estates can get drained by legal fees alone.
Conflict: Disputes involving siblings fighting over perceived fairness.
67% of families report permanent relationship damage after inheritance conflicts.
Confusion: Lack of comprehensive estate plans.
You think you don’t have enough to need one, or you’re too busy to create one. This is where wealth goes to die.
The Great Wealth Transfer isn’t just a financial event.
It’s a psychological reckoning.
Most families will fail this test. Not because they lack wealth, but because they lack trust.
Preparing for an inheritance isn’t an act of greed.
It sets your family on a new course.
And if we get it right, this is the greatest opportunity most families will ever have to change how they relate to money, to each other, and to what they leave behind.
I’m here to help you have that conversation before a crisis makes it unavoidable.
Hi, I'm Ali Katz
We Are All Inheritors
It's not just money.
It's our future.
What do you actually inherit from your family? After graduating first in my class from Georgetown Law, building two seven-figure companies, writing a best-selling book, and appearing on television as a legal and financial expert, I walked away from it all. Because I’d inherited something I couldn’t outrun: a pattern. My father sold false dreams and went to prison for it. I’d promised myself I’d never repeat what he did, but that promise shaped everything, including a deep fear that my own work wasn’t really valuable.
Walking away was how I finally answered that question. What I found changed everything I thought I knew about inheritance, legacy, and what families actually pass down.
It’s up to us to heal the past and create a legacy worth leaving, now.
That conviction cost me everything I thought I wanted, and built everything that actually matters. Here’s how.
The Inheritor's Field Guide
Most families come to inheritance unprepared, not because they’re careless, but because no one ever showed them what to look at or how to talk about it.
The Inheritor’s Field Guide is where that changes. It covers the legal and financial reality of what’s actually transferring. And, it covers the family dynamics that determine whether it brings people together or tears them apart.
The Questions
Most people don’t start with a spreadsheet. They start with a nagging uncertainty. This is where we begin.