Creating a Living Trust before undergoing a medical surgery is a proactive step that can help ensure your assets are protected and your wishes are honored in case of any
Life is a journey filled with important milestones, and as we navigate through various stages, it’s crucial to plan for the future and protect our assets. One effective tool for
In the realm of estate planning, disinheriting refers to the deliberate act of barring certain individuals from receiving any part of your estate upon your demise. This intentional exclusion is
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
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.
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,
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
Most people think that creating a Living Trust is a complicated process – and they are 100% correct based on the process that exists today (lawyers & DIY software). But
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:
At Dynasty we believe every adult in the United States should have a Revocable Living Trust. Trust Benefits A properly set up Trust can: From the moment you open your
A Living Trust is a financial tool that lets you plan, organize, and protect your life. It’s a personal entity that allows you to add assets and plan out your inheritance. Eliminating legal battles, cost, and time spent by your loved ones.
Think of it like a personal LLC that you put everything you own in. Except it doesn’t protect you from liability like an LLC does, it protects you from probate and conservatorship.
Probate is the complicated court process (12-18 months) where a judge decides what happens to your assets after you die, become incapacitated, or are “deemed” incapable. Creating a living trust allows your assets to completely circumvent probate and immediately transfer to your loved ones.
In addition to being able to name heirs (your beneficiaries), a Trust also allows you to assign someone to manage it (your successor trustee). Instead of going through probate, your Successor Trustee takes control of the Trust, handles your affairs, and distributes your assets according to your instructions. The person you select as Successor Trustee should be your most trusted person. Like a best friend or closest family member.
At Dynasty, we believe everyone should have a Living Trust. If you have children, assets, or plan to acquire assets in the future, you should create a Trust. That way when you buy your next home, open a bank or brokerage account, get startup shares, etc. – you can immediately title them in your trust.