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Expert insights on living trusts, estate planning, and financial strategies

Saving,Money.family,Asian,Saving,Money,In,Piggy,Bank
October 18, 2024
Edison
3 min read

QSBS Trust

QSBS stacking can unlock tens of millions of dollars in tax-free eligibility.You can create an  trust, acting as your own bank.

QSBS
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September 13, 2024
Edison
5 min read

Nevada Asset Protection Trust

A Nevada Asset Protection Trust (NAPT) is an irrevocable trust designed to protect assets from creditors while allowing the grantor to remain a discretionary beneficiary. After transferring assets to...

General
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DALL·E 2024-02-28 09.09.41 - A welcoming and inviting image of a cozy, modern home with a 'Sold' sign in the front yard, symbolizing a successful first-time home purchase. The hou
February 29, 2024
Kyle

Real Estate Checklist

Purchasing your first home is a significant milestone, and this will help first-time homebuyers embark on this journey with confidence.

Real Estate
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Saving,Money.family,Asian,Saving,Money,In,Piggy,Bank
January 30, 2024
Kyle

QSBS Stacking

QSBS stacking can unlock tens of millions of dollars in tax-free eligibility.You can create an  trust, acting as your own bank.

QSBS
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south-carolina-living-trust
October 26, 2023
Edison

How to make a Living Trust in South Carolina

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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south-dakota-living-trust
October 26, 2023
Edison

How to make a Living Trust in South Dakota

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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tennessee-living-trust
October 26, 2023
Edison

How to make a Living Trust in Tennessee

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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wyoming-living-trust
October 26, 2023
Edison

How to make a Living Trust in Wyoming

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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north-carolina-living-trust
October 25, 2023
Edison

How to make a Living Trust in North Carolina

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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north-dakota-living-trust
October 25, 2023
Edison

How to make a Living Trust in North Dakota

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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oklahoma-living-trust
October 25, 2023
Edison

How to make a Living Trust in Oklahoma

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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pennsylvania-living-trust
October 25, 2023
Edison

How to make a Living Trust in Pennsylvania

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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rhode-island-living-trust
October 25, 2023
Edison

How to make a Living Trust in Rhode Island

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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new-hampshire-living-trust
October 24, 2023
Edison

How to make a Living Trust in New Hampshire

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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new-jersey-living-trust
October 24, 2023
Edison

How to make a Living Trust in New Jersey

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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nevada-living-trust
October 20, 2023
Edison

How to make a Living Trust in Nevada

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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new-mexico-living-trust
October 20, 2023
Edison

How to make a Living Trust in New Mexico

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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pre-nup
October 20, 2023
Edison

What is a prenuptial or prenup agreement?

A prenuptial agreement, often referred to as a "prenup," is a legally binding contract that two individuals enter into before they get married or enter into a civil partnership. The primary purpose...

FAQ'sGeneral
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mississippi-living-trustt
October 19, 2023
Edison

How to make a Living Trust in Mississippi

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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missouri-living-trust
October 19, 2023
Edison

How to make a Living Trust in Missouri

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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nebraska-living-trust
October 19, 2023
Edison

How to make a Living Trust in Nebraska

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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maine-living-trust
October 17, 2023
Edison

How to make a Living Trust in Maine

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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maryland-living-trust
October 17, 2023
Edison

How to make a Living Trust in Maryland

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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massachusetts-living-trust
October 17, 2023
Edison

How to make a Living Trust in Massachusetts

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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michigan-living-trust
October 17, 2023
Edison

How to make a Living Trust in Michigan

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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modern-day
October 17, 2023
Kyle

Modern day Trust Protection

The traditional process for creating a trust is extremely antiquated and broken. A notary stamp on paper is your last line of defense to prevent malicious behavior from an executor or challenges from...

FAQ's
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October 17, 2023
Kyle

Why estate planning needs to go Digital

The world is becoming increasingly digital, but when it comes to estate planning, many people are still stuck in the dark ages. They rely on outdated methods like paper wills and physical copies of...

Estate Planning
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south-dakota-popular
October 17, 2023
Kyle

Why is South Dakota so popular for Trusts?

There are several reasons why someone might create a trust in South Dakota. Some common reasons include: To protect assets from creditors or lawsuits To manage assets for the benefit of a minor or...

FAQ's
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kentucky-living-trust
October 14, 2023
Edison

How to make a Living Trust in Kentucky

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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louisiana-living-trust
October 14, 2023
Edison

How to make a Living Trust in Louisiana

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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October 13, 2023
Edison

How does remote notary work?

Remote notary legislation currently exists in many states and includes many changes enacted during the covid-19 pandemic due to social distancing requirements. This allows Dynasty to take advantage...

FAQ's
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indiana-living-trust
October 13, 2023
Edison

How to make a Living Trust in Indiana

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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iowa-living-trust
October 13, 2023
Edison

How to make a Living Trust in Iowa

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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kansas-living-trust
October 13, 2023
Edison

How to make a Living Trust in Kansas

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
October 13, 2023
Kyle

Why should I have a Living Trust?

There are several reasons why someone might choose to have a living trust. Some of the most common reasons include avoiding probate, reducing estate taxes, and protecting assets from creditors. A...

FAQ's
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hawaii-living-trust
October 12, 2023
Edison

How to make a Living Trust in Hawaii

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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idaho-living-will
October 12, 2023
Edison

How to make a Living Trust in Idaho

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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illinois-living-trust
October 12, 2023
Edison

How to make a Living Trust in Illinois

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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October 12, 2023
Edison

What's required for identity verification?

We require two forms of identification to verify identity. 1. US government or state issued ID. 2. Knowledge based assessment based on your historical records. 3. Facial ID verification. In addition...

FAQ's
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connecticut-last-will-and-testament
October 11, 2023
Edison

How to make a Living Trust in Connecticut

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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delaware-living-trust
October 11, 2023
Edison

How to make a Living Trust in Delaware

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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georgia-living-trust
October 11, 2023
Edison

How to make a Living Trust in Georgia

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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ein
October 10, 2023
Kyle

Do I need a EIN for my Revocable Living Trust?

Trust accounts serve the purpose of transferring wealth from a grantor to a beneficiary, and there are various types of trusts, each with its own tax ID requirements. In the case of a revocable,...

FAQ'sTrusts
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alabama-last-will-and-testament
October 9, 2023
Edison

How to make a Living Trust in Alabama

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
alaska-living-trust
October 9, 2023
Edison

How to make a Living Trust in Alaska

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
arkansas-living-trust
October 9, 2023
Edison

How to make a Living Trust in Arkansas

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
minnesota-living-trust
October 9, 2023
Edison

How to make a Living Trust in Minnesota

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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ohio-living-trust
October 7, 2023
Edison

How to make a Living Trust in Ohio

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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arizona-living-trust
October 5, 2023
Edison

How to make a Living Trust in Arizona

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
colorado-living-trust
October 5, 2023
Edison

How to make a Living Trust in Colorado

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
idaho-living-trust
October 5, 2023
Edison

How to make a Living Trust in Idaho

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
montana-living-trust
October 5, 2023
Edison

How to make a Living Trust in Montana

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
oregon-last-will-and-testament
October 5, 2023
Edison

How to make a Living Trust in Oregon

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
wisconsin-living-trust
October 5, 2023
Edison

How to make a Living Trust in Wisconsin

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
florida-living-trust
October 4, 2023
Edison

How to make a Living Trust in Florida

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
newyork-living-trust
October 4, 2023
Edison

How to make a Living Trust in New York

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
texas-living-trust
October 4, 2023
Edison

How to make a Living Trust in Texas

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
washington-living-trust
October 4, 2023
Edison

How to make a Living Trust in Washington

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
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california-living-trust
October 2, 2023
Edison

How to make a Living Trust in California

What is a Living Trust? A living trust, also known as a revocable trust, is a legal document that holds ownership of your assets during your lifetime, and outlines how those assets should be...

Estate PlanningTrusts
Read More
alaska-last-will-and-testament
October 1, 2023
Edison

Free Alaska Last Will and Testament Template - PDF

How to create a Basic Will in Alaska Creating a will in Alaska involves several steps. Here is an overview of the general process to create a Will in Alaska: Eligibility: To create a will in Alaska,...

DownloadsWills
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hawaii-last-will-and-testament
October 1, 2023
Edison

Free Hawaii Last Will and Testament Template - PDF

How to create a Basic Will in Hawaii Creating a will in Hawaii involves several steps. Here is an overview of the general process to create a Will in Hawaii: Eligibility: To create a will in Hawaii,...

DownloadsWills
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maine-last-will-and-testament
October 1, 2023
Edison

Free Maine Last Will and Testament Template - PDF

How to create a Basic Will in Maine Creating a will in Maine involves several steps. Here is an overview of the general process to create a Will in Maine: Eligibility: To create a will in Maine, you...

DownloadsWills
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idaho-last-will-and-testament
September 30, 2023
Edison

Free Idaho Last Will and Testament Template - PDF

How to create a Basic Will in Idaho Creating a will in Idaho involves several steps. Here is an overview of the general process to create a Will in Idaho: Eligibility: To create a will in Idaho, you...

DownloadsWills
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nevada-last-will-and-testament
September 26, 2023
Edison

Free Nevada Last Will and Testament Template - PDF

How to create a Basic Will in Nevada Creating a will in Nevada involves several steps. Here is an overview of the general process to create a Will in Nevada: Eligibility: To create a will in Nevada,...

DownloadsWills
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iowa-last-will-and-testament
September 25, 2023
Edison

Free Iowa Last Will and Testament Template - PDF

How to create a Basic Will in Iowa Creating a will in Iowa involves several steps. Here is an overview of the general process to create a Will in Iowa: Eligibility: To create a will in Iowa, you must...

DownloadsWills
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kansas-last-will-and-testament
September 25, 2023
Edison

Free Kansas Last Will and Testament Template - PDF

How to create a Basic Will in Kansas Creating a will in Kansas involves several steps. Here is an overview of the general process to create a Will in Kansas: Eligibility: To create a will in Kansas,...

DownloadsWills
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oregon-last-will-and-testament
September 18, 2023
Edison

Free Oregon Last Will and Testament Template - PDF

How to create a Basic Will in Oregon Creating a will in Oregon involves several steps. Here is an overview of the general process to create a Will in Oregon: Eligibility: To create a will in Oregon,...

DownloadsWills
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utah-last-will-and-testament
September 18, 2023
Edison

Free Utah Last Will and Testament Template - PDF

How to create a Basic Will in Utah Creating a will in Utah involves several steps. Here is an overview of the general process to create a Will in Utah: Eligibility: To create a will in Utah, you must...

DownloadsWills
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ohio-last-will-and-testament
September 15, 2023
Edison

Free Ohio Last Will and Testament Template - PDF

How to create a Basic Will in Ohio Creating a will in Ohio involves several steps. Here is an overview of the general process to create a Will in Ohio: Eligibility: To create a will in Ohio, you must...

DownloadsWills
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transfer-a-house-into-trust
September 13, 2023
Edison

How to Put a House in a Trust

Living trusts have become a popular estate planning tool for many homeowners because they offer the potential for probate avoidance and provide a mechanism to manage assets during one's lifetime....

Estate PlanningTrusts
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texas-last-will-and-testament
September 12, 2023
Edison

Free Texas Last Will and Testament Template - PDF

How to create a Basic Will in Texas Creating a will in Texas involves several steps. Here is an overview of the general process to create a Will in Texas:Eligibility:To create a will in Texas, you...

DownloadsWills
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Can a Will be contested in court?
August 25, 2023
Kyle

Can a Will be contested in court?

Yes, a Will can be contested in court. When someone challenges the validity of a Will, they are essentially questioning whether the Will truly reflects the intentions of the deceased and whether it...

Wills
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how-often-should-i-update
August 25, 2023
Kyle

Updating a Will 101

How often should I update a Will? The frequency with which you should update your Will depends on the changes in your life circumstances. While there's no set rule for how often a Will should be...

Wills
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what-is-an-executor-for-a-will
August 9, 2023
Kyle

What is an executor for a Will?

The role of an executor (sometimes referred to as a "personal representative" in some states) is to oversee the probate of an estate, which involves identifying and inventorying the deceased's...

Wills
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benefits-of-a-living-trust
August 8, 2023
Edison

What are the benefits of a Living Trust?

A living trust, often referred to as a "revocable trust," is a powerful estate planning tool that has gained significant popularity due to its manifold benefits. It offers more than just a mechanism...

Trusts
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new-family
July 29, 2023
Kyle

Why every parent should have a Guardianship

Life is full of uncertainties, and as parents, our primary concern is the well-being of our children. While it's natural to hope for a long and healthy life, it is essential to plan for the...

Guardianship
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transfer-blog
June 28, 2023
Kyle

How to transfer startup shares into your Trust

Since startup shares typically don’t allow you to designate a beneficiary, it’s very important that you transfer your shares into your trust. This ensures your shares are protected and will...

FAQ'sTrusts
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Priscilla-Presley
May 23, 2023
Edison

Challenging Priscilla Presley’s Estate

In 2023, Priscilla Presley's mother, Ann Beaulieu, challenged the validity of her daughter's living trust. Beaulieu claimed that the trust was not valid because it was not notarized and there was no...

News
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trust-dynasty
May 23, 2023
Edison

How can I trust Dynasty?

In the event that Dynasty were to shut down, your official paper Trust documents will be sent to you via certified mail. We have carved out a separate “wind down” fund specifically for this purpose...

FAQ's
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Businessman,Signing,A,Document,After,Reading,The,Agreement,In,Office
May 23, 2023
Edison

When is the right time to setup a Living Trust?

Most adults in America know the importance of having a Living Trust. If you own anything that’s important to you, and you are incapacitated or die, the government decides what happens to everything...

Estate PlanningFAQ's+1 more
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Businessman,Signing,A,Document,After,Reading,The,Agreement,In,Office
April 8, 2023
Edison

Do I need an attorney to create a Living Trust?

For most, the answer is probably not. Today you can go into any online/offline stationary store and purchase a living trust template. Then you just need to fill it out, sign, notarize and store it...

FAQ'sTrusts
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notarize
April 8, 2023
Edison

How do you create a California Living Trust?

There are only a few steps required to creating a legal and defensible Living Trust. With Dynasty, we can guide you through creating one with our simple workflow. Choose a Trustmaker: This is the...

FAQ'sGeneral+1 more
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notarize
April 6, 2023
Edison

Are Dynasty Living Trusts Defensible?

Dynasty’s living trusts sit at the intersection between online stationery stores (how we characterize every online provider that exists today) and a full blown law firm experience. Our offering goes...

FAQ's
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notarize
April 5, 2023
Edison

The Benefits of Notarizing a Trust

Notarizing a Living Trust can provide added defensibility and assurance for the involved parties. Although notarization is not always required for a living trust, it can still offer several benefits:...

GeneralTrusts
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Businessman,Signing,A,Document,After,Reading,The,Agreement,In,Office
March 25, 2023
Edison

Who Needs a Living Trust?

From the moment you open your first bank account, get your first job, buy your first home, start a business, get married, or have your first child, you should have a Trust.

AssetsFAQ's+3 more
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Heath Ledger Photo
March 22, 2023
Edison

5 Celebrities who died without a Living Trust

While a Living Trust can offer significant estate planning benefits, many celebrities have passed away without one, leading to complicated legal proceedings and public scrutiny. Here are five such...

GeneralNews
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Pet Family Photo
March 22, 2023
Edison

Famous Pets who received a huge Inheritance

Here are five famous examples of pets that have received large inheritances from their owners, and how the money was used: Gunther IV: A German Shepherd named Gunther IV inherited a fortune from his...

GeneralNews
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storage
March 22, 2023
Edison

How should I store my Trust Documents?

It is very important to store your trust in an access-controlled fireproof safe. Your successor trustee should know about this and have access in the event they need to access it. Access control is...

FAQ's
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transfer-blog
March 17, 2023
Edison

Transferring assets into your Living Trust

In order to complete your living trust and protect your assets, you will need to transfer the title of any assets you already have into your trust. Titled assets include: bank accounts, safe deposit...

Trusts
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Businessman,Signing,A,Document,After,Reading,The,Agreement,In,Office
March 17, 2023
Edison

What is Probate?

Probate, the court-supervised legal process that unfolds upon your death if you do not have a defensible living trust in place, is often a complex, lengthy, and expensive journey. It's a procedure...

FAQ'sProbate
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