Ethan had signed the paperwork to establish his dynasty trust. He transferred ownership of assets and cash to fund the trust. He understood that his trustee would take over now and handle the trust ad...
Trusts That Fit Your Lifestyle
Dan and Jean S. own a successful family business that was founded over 100 years ago. Max B.’s estate currently is worth more than $12 million. Sean’s 30-year old daughter suffers from multiple sc...
Do You Need a Dynasty Trust?
It is tempting. The possibility of leaving your mark for generations to come has a certain appeal. Estate planning strategies like dynasty trusts can let you do just that. However, do you need a dynas...