The Beneficiary’s Guide to Dynasty Trusts

What Is a Dynasty Trust? A dynasty trust is a type of irrevocable trust created to pass wealth from generation to generation while minimizing taxes. As long as the assets remain in the dynasty trust, future generations likely won’t have to pay estate taxes, gift taxes, or generation skipping transfer (GST) taxes.   TALK TO …

The Beneficiary’s Guide to Dynasty Trusts Read More »