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Podcast: Maximizing Outcomes
Episode: Estate Planning Built On Dynasty Trusts with Jerry Wegley (Ep. 18)
Description: You want to make sure your protection in your estate plan is complete and it’s engineered with extreme conditions in mind. Yet many people have wills and trust with safety features that expire when the beneficiaries at a certain age.
In this episode, Jim McGovern talks with Jerry Wegley, an attorney with KnoxLaw about why dynasty trusts should be the centerpiece of a family estate plan. He explains where some of the traditional approaches to estate planning fall short and assets may be unnecessarily exposed to creditors, divorcing spouses, transfer taxes and other issues.
Je...