News & Information

Estate Plan

What Goes into an Estate Plan?

If the prospect of consolidating your assets into a series of complicated legal documents while directing the right assets to the right heirs seems daunting, you’re not alone.

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Estate Plan

Why Should I Think About a Dynasty Trust?

When transferring wealth to the next generation, many families prefer to make gifts to younger family members in trust, rather than gifting the assets outright. Gifting assets to a trust has many advantages, including asset protection, tax planning and maintaining family control until the beneficiary reaches adulthood.

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