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Home / Estate Planning / Dynasty Planning

Dynasty Planning

May 27, 2017

Estate Planning Tagged With: dynasty planning, dynasty trust

The primary goal of estate planning is to determine what will happen to your estate assets upon your death. While this is certainly an essential and important goal, you may wish to do even more. If, for example, you are passing down a substantial estate and/or a family business, you may wish to continue influencing financial decisions for years to come. To do this, you need a dynasty plan.

Imagine, for example, that you pass down the family business to your children. Not long after your death, the new owners of the business are faced with a difficult decision that will significantly impact the future of the business. What should they do? You are no longer here to provide them with guidance; however, if you created a dynasty plan before your death then your children should be able to find the needed guidance in that plan.

Creating a dynasty trust is one tool that is often used to accomplish this purpose. Along with the ability to create terms that can help guide the beneficiaries for years to come, you may also want to create a “statement of wishes and values” or something similar. In this, you can express to the beneficiaries what you feel is important to remember when making financial and/or business decisions. Should the company expand or stay small? Should the company merge with another company or remain independent? Do you value the employees over profits? These are the kind of questions that you can answer when you create a dynasty plan.

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Paul Gantner
Paul Gantner
I am an owner of Amen, Gantner & Capriano, Your Estate Matters, L.L.C. I have been able to bring my business and legal education and experience into a firm that has for many years provided comprehensive estate plans that meet clients’ needs and expectations.My passion has been creating and constantly pushing AGC’s mission of “Helping Families Secure their Legacies by Embracing them into the Law Firm Family through Long-term, Personal Advisory Relationships.”
Paul Gantner
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Filed Under: Estate Planning Tagged With: dynasty planning, dynasty trust

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About Paul Gantner

I am an owner of Amen, Gantner & Capriano, Your Estate Matters, L.L.C. I have been able to bring my business and legal education and experience into a firm that has for many years provided comprehensive estate plans that meet clients’ needs and expectations. My passion has been creating and constantly pushing AGC’s mission of “Helping Families Secure their Legacies by Embracing them into the Law Firm Family through Long-term, Personal Advisory Relationships.”

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