Flexible Estate Planning: DIY Options or Professional Support

Wills & Trusts

Wills & Trusts

In-depth guides on the most important types of trusts and estate tools:


  • Types of Trusts: how they differ and why they matter
  • Dynasty Trusts
  • Spendthrift Trusts
  • Charitable Lead Trusts
  • Credit Shelter Trusts
  • Grantor Retained Unitrusts (GRUTs)
  • Disclaimer Trusts
  • ABC Trusts
  • Exemption Trusts
  • Joint Revocable Living Trusts
  • QTIP Trusts
  • And more…

Each guide includes definitions, examples, tax considerations, and use cases.

Connect With Oak GenWealth

If you’re ready for guidance, have questions, or want support with your family or business, we’re here to help. Share a few details below, and our team will reach out with the next steps.


Please indicate which service we can assist with below: Estate Planning, Financial Advisory, Retirement Plans, Bookkeeping & Tax Planning, IT & Cybersecurity, Payroll & Worker's Comp, Insurance Planning, Loans, or Other.