Estate Planning for Tech Couples: Trusts, Wills & Protecting What You've Built
Estate Planning for Tech Couples
You've built something real together — the careers, the home, the growing family, the equity that finally vested. Setting up an estate plan is how you make sure all of it keeps doing what you intend, no matter what life brings. And the earlier you do it, the more it can do for you: lower taxes, smoother transitions, and the peace of mind that your kids and your wealth are looked after exactly the way you'd want.
This is a live, friendly walkthrough of a real scenario — a dual-income couple, $5M in assets, two young kids, ready to put a plan in place. We'll build it together, step by step, and show you how straightforward it can be.
What we'll cover:
Revocable living trusts — keeping things private and sparing your family the probate process
Pour-over wills that quietly back up the trust
Guardianship designations — making sure the right people are there for your kids
GRATs for concentrated stock — why doing this early lets you pass on more growth, tax-efficiently
Funding the trust the right way (the simple step that makes everything else work)
Beneficiary designations and how to keep them in sync with your plan
Digital estate planning — accounts, crypto, photos, and passwords, sorted
How it all fits together — and how to set it up efficiently without it becoming a second job
Sample scenario: A couple holding a $1.5M concentrated position in employer stock sets up a GRAT early, shifting $400K+ of future growth to their kids gift-tax-free — the kind of head start that compounds the sooner you start.
Bring whatever's on your mind — your equity holdings, any documents you've already started, questions about guardianship or blended families. Bryan and Mike will walk through it with you live.
Speakers
Bryan T. Kirby, Director of Financial Advisory, Alphanso Wealth. Bryan leads Alphanso's estate and trust strategy, helping tech couples build trusts, wills, and gifting plans around concentrated equity. He's a warm guide for families who know they should plan and just want someone to make it simple.
Mike O'Connor, Business Development, Alphanso Wealth. Mike has spent 5+ years in tech — from bootstrapped startups to Series C companies. He translates estate strategy into plain language and brings a tech-insider perspective to how these moves actually play out for W-2 employees with equity comp.