‘I’m in the home stretch’: I’m 80. Do I leave my kids a ‘Magnificent Seven’ dynasty trust or a brokerage account?
Yahoo Finance·2025-10-23 20:02
“How do I decide what approach I should take?” (Photo subject is a model.) - Getty Images/iStockphoto Dear Quentin, About a decade ago, I set up dynasty trusts for my two children. I funded them with cash and equities that I transferred from my personal stock account. While I am in relatively good health, I just turned 80 and I know I am in the home stretch. The equities that I transferred to the trusts were mostly “Magnificent Seven” companies. These stocks have, over the years, appreciated significantl ...