RUBY DYNASTY TRUST

Preserving family assets for future generations 

Making sure you get the representation you deserve

Affluent individuals and families who wish to safeguard their wealth and create a lasting legacy for loved ones have many strategic estate and tax planning decisions to make. Gift taxes, estate taxes and generation skipping transfer taxes can dramatically decrease the inheritance left to your children, grandchildren, and great grandchildren.

Without careful preparations, the family business or other valued assets may need to be sold to pay the tax bill when the wealth transfer occurs. Compounded over the course of several generations, these various transfer taxes may threaten the economic opportunity and financial security you wish to create for the people you care most about.

If you wish to protect and preserve your wealth for multiple generations, you may want to place the assets you intend to share with heirs in a dynasty trust. This strategy has historically been used by wealthy families to maintain their wealth through multiple generations. 

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We serve a wide range of clientele, and value every client relationship greatly. Each engagement benefits from the depth and breadth of our expertise. We approach every client with a focus on integrity, advocacy, and understanding. We fight for you!