When it comes to estate planning, ensuring your wealth is preserved for generations requires more than just a basic trust. That’s where dynasty sub-trusts come in—a strategic tool that protects assets, minimizes taxes, and provides long-term financial security for your family. But what exactly is a dynasty sub-trust, and how does it fit into a larger estate plan?

Navigating the intricate landscape of estate planning is already challenging for those with complex assets and situations. For gun owners, this challenge is amplified due to the unique legal considerations surrounding firearms.

Of the many trust types that are used as a sub-trust, the most common is an age-restricted trust, also called age trust or trust for minors. When created under a larger trust structure, the age-restricted trust becomes a sub-trust that can specify the ages or milestones at which the beneficiaries can access the trust’s assets.

Money holds significance when it serves a purpose, and few endeavors embody a more profound purpose than securing the future of our children. From the earliest stages of their lives to the moment we pass on, the responsibility to provide for them resonates deeply within us.

Trusts are one of the most effective tools in estate planning. A trust is indispensable when preparing assets and properties in the event of incapacitation or death.

Estate planning without educational fund considerations is rare. One of the main reasons that you plan your estate is to ensure that the future needs of your loved ones are provided for upon your death. And access to education is the most basic need of many beneficiaries, especially minor children.

For individuals looking to care for their loved ones and prepare for the future, setting up a trust is a common request. As experienced estate planning attorneys, one of the most common trust-related questions we hear is, “How does a trust work in Arizona?”