When a Generation-Skipping Trust Makes Sense
In our latest podcast, Soundmark Advisor Todd Flynn, CPA, CFP® explains some key benefits of generation-skipping trusts with Advisor Liz McQueen, CRPC®.
Three Reasons to Consider a Different Type of Trust in Your Estate Plan
Generation-Skipping Trusts also sometimes referred to as Dynasty Trusts, provide more flexibility than a typical will or trust, including the ability to change beneficiaries at a later date.