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Take Quiz: Are You Truly Ready for Retirement? Start Now Assess your retirement, investment, tax, healthcare, and legacy planning readiness— all in one place. 1m 15s

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Generational Wealth: Why Passing It Down Isn't the Same as Passing It On

By Glen D. Smith, CFP®, CRPC®

October 9, 2026 Blog

All
Financial Planning
Stock Market
Retirement
Legacy Planning
Investing
Roth Conversions
End-Of-Year Giving
Tax Savings

October 2, 2026
Financial Planning
September 2026 Market Review
October 1, 2026
What’s Going on at GDS – September 2026
October 1, 2026
Legacy Planning
Leave a Legacy: Practical Steps to Establish an Estate Plan
September 3, 2026
What’s Going on at GDS – August 2026
September 1, 2026
Financial Planning
August 2026 Market Review
August 24, 2026
Financial Planning
The Retirement Readiness Checklist: 10 Things to Consider Before You Retire
August 7, 2026
What’s Going on at GDS – July 2026
August 3, 2026
Financial Planning
July 2026 Market Review
July 30, 2026
Financial Planning
Why Stryker Employees Can Still Owe Taxes After RSUs Vest, and What to Know Before Rolling Over Company Stock

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GDS Wealth Management ("GDS") is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only pursuant to a written advisory agreement and only where GDS and its representatives are properly registered or exempt from registration.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. The information on this website is provided for informational and educational purposes only and does not constitute personalized investment, legal, tax, or accounting advice. You should consult your own professional advisers regarding your individual circumstances.

References to assets under management (AUM), advisory fees, client retention, investment results, client experiences, testimonials, endorsements, awards, rankings, or media appearances are provided for informational purposes only and should not be construed as a guarantee of future performance, investment success, or any client's experience. Testimonials and endorsements reflect the opinions and experiences of the individuals providing them and may not be representative of all clients. Media appearances may have been facilitated through a compensated public relations firm.
Publication dates are provided for reference. Because laws, regulations, tax rules, and market conditions change over time, previously published content may no longer reflect current information or the views of GDS.

© 2026 GDS Wealth Management. All Rights Reserved.

Any references to client retention, assets under management (AUM), investment results, client experiences, testimonials, endorsements, awards, rankings, media appearances, or advisory fees are provided for informational purposes only and should not be construed as a guarantee of future performance, investment success, or client experience. Testimonials and endorsements reflect the opinions and experiences of the individuals providing them and may not be representative of all clients. Media appearances may have been facilitated through a compensated public relations firm.  Please see our Disclosure Page for important information regarding calculation methodologies, testimonial and endorsement compensation, conflicts of interest, award and ranking criteria, media disclosures, and other required regulatory information.

Content on this website is provided for informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice. Publication dates are provided for reference. Because laws, regulations, tax rules, and market conditions change over time, older articles may no longer reflect current information or the views of GDS Wealth Management. Please consult your professional advisers regarding your individual circumstances.

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