The Rockefeller family has a long history of using dynasty trusts to protect their wealth for many generations. It all started with John D. Rockefeller, who founded Standard Oil in 1870. He knew how important it was to keep...
Creating wealth that lasts for generations is something many families strive for, even through adoption. You can achieve this through a tool known as a dynasty trust. This trust operates like a special savings account designed to support your...
Estate planning is like taking a roll call to make sure everything is in place. Just like you need all your classmates in school, you need specific legal tools for a complete estate plan. These tools help...
When a person dies, there are often several tasks that need to be completed to properly wind down their affairs (their estate)—funerals and other preparations need to be planned, bank and investment accounts closed, property transferred,...
