THE WSG LIBRARY

Three Books. One Architecture.

By Kevin Michael. The questions behind the strategy, brought to the kitchen table.

FIRST TO PUBLISH

The Art of Passing the Torch.

Ten chapters. The weight you carry. The structures underneath your estate. The capital you built. The people who will receive it. The conversation your family deserves to have.

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FIRST TO PUBLISH / BY KEVIN MICHAEL

The Art of Passing the Torch

Kevin Michael sat across the table from families and business owners who knew how to build, but had never been given a coordinated map for how to hold and pass what they built. This book begins there.

It explores cash value whole life, private estate trusts, retirement accounts, fiduciary responsibility, and the mechanics of a generational handoff. Statutes, case law, and illustrations are part of the conversation, with questions the reader can take to qualified professionals.

INSIDE THE BOOK

Ten chapters. One family conversation.

The weight you carryWhere the conversation begins.
Five frontsThe forces affecting what you built.
The plan left undoneThe family cost of an unprepared handoff.
The institutional viewHow financial institutions think about capital.
The instrumentWhole life insurance and its mechanics.
The private estate trustSix terms. Distinct roles. A structure to understand.
The capital engineTrust ownership and the economics behind the strategy.
The retirement questionInheritance, qualified accounts, and the SECURE Act.
Who holds the keysThe responsibilities of a fiduciary.
Two futuresThe conversation at the kitchen table.

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IN DEVELOPMENT / THE PROTOCOL

The Private Estate Strategist

The protocol. Lessons from the table with business owners and families. How to ask better questions, identify where the pieces are disconnected, and work through the architecture with a coordinated team.

The conversation moves into operation: identifying assets, understanding the documents, organizing the records, and learning what to bring to your strategist, attorney, and accounting team. The reader becomes a willing participant in the work.

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IN DEVELOPMENT / THE MINISTRY

Saint Michael’s Ministry

The ministry. Faith, mission, governance, and the work of operating a genuine religious organization. The living-room conversation becomes a documented rhythm of service.

Faith and free will meet the daily responsibilities of stewardship. The questions are practical: who the ministry serves, how its resources support the mission, how decisions are recorded, and how the people behind it learn to operate with care.

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THE AUTHOR

Kevin Michael

Senior estate strategist. United States Marine. Serial entrepreneur. The man behind Wealth Strategist Group.

A Toledo steelworker’s kid who raised his right hand at eighteen. He served as a Marine sergeant in communications and cryptology, then came home and started building. Wins, setbacks, and conversations with business owners shaped the questions behind these books.

He assembled a team of bookkeepers, accountants, attorneys, and licensed financial professionals around a single purpose: help families understand and coordinate what they built. The books carry that conversation beyond the table.

THE NEXT CHAPTER

Keep the conversation going.

Ask the team about publication, purchase details, or the next book in the series.

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