March 2026

A multi-generational trust, also known as a dynasty trust, allows families to preserve wealth for future generations. It offers advantages such as reduced estate taxes, asset protection against legal challenges and support for responsible wealth management. Guest Post, first published by Ameritas How do you make wealth last beyond your lifetime? For many families, the answer is a trust, a legal arrangement that allows one person or entity, known as the trustee, to manage assets for the benefit of another person or group, referred to as the beneficiaries. The individual who creates the trust is called the grantor, and they set the rules for howRead More →