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Dynasty Trust Template Form

Dynasty Trust Template Form

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Instructions and help about parties in a dynasty trust

70% of all the inheritances are lost by the second generation meaning none of that inherited wealth ends up going to the third generation 90% gone by the third generation so this is just hard fact so you work your whole life to build this financial Legacy for you and your family and really how can you be sure that the next generation's going to use it um you know be good stewards of that wealth that you've created to provide for your descendants so Dynasty trusts are one option so they're an option that uh many of our clients use not all of them and many of these Dynasty trusts are effectively incorporated into Estate Planning and so we'll talk about that a little bit into your living trust to a certain [Music] extent hi this is Jim Cunningham today we're going to talk about Dynasty trusts not just for the super rich these are planning strategies that are available for normal people and as we go through the materials you're going to be li

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