Lifetime Gift Planning: Dynasty trusts

What this episode covers

There are many reasons to make gifts to younger family members in trust for their benefit rather than outright. Some of the benefits include asset protection, tax planning, and family control. When creating a trust for many generations, one common strategy is a dynasty trust. Dynasty trusts have two unique aspects that make them an attractive wealth transfer strategy

Share this episode

Similar Episodes

Your Safety Net Has $1.17 In It and Your Vault Has No Lock

Apr 6, 2026 ·25m

The April 1st Rule and the Map They Already Made of Your Equity

Mar 30, 2026 ·27m

EX-CIA OFFICER: Americans Have No Idea What's ACTUALLY Happening to Them | John Kiriakou

Feb 10, 2026 ·64m

THEY OWN EVERYTHING: How to Buy Rental Property for $100 (Before It’s Gone) | Nick Roman of realbricks.com

Jan 10, 2026 ·27m

$1 Trillion Black Hole: How the Fed Broke the Economy (Powell Fired?) | 1505

Jul 18, 2025 ·28m

Wealth Code Part 2/3

Jun 23, 2025 ·71m

Similar Podcasts

Kaizen Blueprint Aldo Chandra "Kaizen" is a Japanese term for continuous improvement. This podcast provides a blueprint to learn about health, wealth, relationships and everything else in between. Through our podcast, we strive to inspire, educate, and motivate our audience to cultivate a mindset of lifelong learning, productivity, and personal development. By sharing insights, strategies, and practical tips, we aim to guide listeners on their journey towards realizing their fullest potential, fostering success, and creating lasting positive change. Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Willow Bend Zen | Guided Sleep Hypnosis Ariadne Mayz At Willow Bend Zen I offer Guided Meditation/hypnosis and Affirmation sessions designed to help you create and live the life of your dreams. Through repeated listening we will re-program any limiting beliefs you have and replace them with the limitless possibilities that will become your reality. Here you will find almost any topic that comes to mind. Using the Law of Attraction you can attract great love, vibrant health, enormous wealth, inner peace and anything else you wish to create. There are no limits here. So sit back, relax and allow the good vibes to help you drift into the most blissful feeling experience you can imagine. Thank you for joining me!Light, Love and Harmony 💛Ariadne The Boss Lady in Sweatpants Show - Confidently Create Content that Connects and Converts Allison Scholes - Podcasting, Content Clarity, Content Coach, Entrepreneurship, Social Media, Personal Branding, Visual Branding, Business Growth, Content Creation, Content Planning Hey. I’m Allison Scholes. My mission is to help female entrepreneurs create content in an authentic, easy, simple and fun way.I believe the content creation process should be exciting and easy, not time consuming! I am here to help you streamline your content creation plan, define and fine tune your personal brand, elevate your marketing skills, write better copy, implement an easy social media strategy and more. It’s finally time to create less, but BETTER content that makes a BIGGER impact.In this Podcast, you will find creative copy and content tips, hacks for social media and sales, business growth secrets, and expert guests who will help you blow up your business and bank account. Find exciting content creation episodes, branding strategies, social media hacks and more.It’s time to streamline your content plan and show up as your most authentic you!Connect with me: www.bossladyinsweatpants.com

Frequently Asked Questions

How long is this episode of Wealth Planning Illuminated?

This episode is 5 minutes long.

When was this Wealth Planning Illuminated episode published?

This episode was published on December 15, 2021.

What is this episode about?

There are many reasons to make gifts to younger family members in trust for their benefit rather than outright. Some of the benefits include asset protection, tax planning, and family control. When creating a trust for many generations, one common...

Can I download this Wealth Planning Illuminated episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.