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3 generations of hands

Building a Family Legacy Trust | Benefits & Important Considerations

Also known as a Dynasty Trust, a generation-skipping Family Legacy Trust is a way to provide for your family long after you've passed away. The Legacy Trust is becoming increasingly popular among wealthy families, particularly because it can provide a source of income for generations to come by ensuring your most valuable assets are securely and effectively passed down to your children and grandchildren.

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Couple Talking With Financial Advisor In Office

Family Wealth Planning: 6 Questions To Ask Your Financial Advisors

Planning for the future is important, so of course, it’s also important to choose who you will trust to plan for that future. Picking a financial advisor is an important step in wealth planning and building a family legacy, but unfortunately, many people make this decision without asking the right questions. Here are six questions we recommend you ask before choosing your financial advisor.

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