Dedicated Specialists Protecting Your Legacy.
Most advisors hand you a referral to an outside attorney and move on. In my practice, trust and estate planning is built into the advisory relationship - supported by dedicated specialists who work alongside me, your CPA, and your estate attorney to design strategies that protect what you've built and transfer it on your terms.
More Than a Referral. A Dedicated Planning Team.
Estate planning is not a one-time event - it is an ongoing discipline that must evolve as your family grows, tax laws change, and your wealth compounds. Farther's dedicated Trust and Estate Planning team works directly with families in Scottsdale and Tempe to design trust structures, coordinate beneficiary designations, and implement wealth transfer strategies that align with your broader financial plan.
We do not simply hand you a list of attorneys and wish you well. We sit at the table with your estate attorney and CPA, model the financial outcomes of different trust structures, and ensure every decision is integrated across your investment portfolio, tax strategy, and insurance coverage.
What this looks like in practice:
- Revocable and irrevocable trust design - SLATs, GRATs, ILITs, and dynasty trusts tailored to your family's situation
- Nevada dynasty trust strategy leveraging indefinite trust duration and zero state income tax on trust income
- Wealth transfer strategies including lifetime gifting, generation-skipping transfer planning, and charitable structures
- Beneficiary designation audit across retirement accounts, insurance policies, and investment accounts to prevent costly gaps
- Coordination with your estate attorney and CPA to ensure legal documents, tax strategy, and financial plan are fully aligned
- Legacy planning conversations that go beyond the numbers - values, family governance, and multi-generational stewardship
Tax outcomes depend on individual circumstances and are subject to changes in tax law.
Two States. Two Distinct Planning Advantages.
Our presence across Arizona and Nevada gives our clients access to some of the most favorable trust and estate planning laws in the country. We help families leverage these advantages as part of a coordinated, multi-state strategy.
Nevada Dynasty Trusts
- Indefinite trust duration - no rule against perpetuities, allowing wealth to compound across generations without estate tax exposure
- Two-year asset protection window for self-settled spendthrift trusts - among the strongest domestic protections available
- Zero state income tax on trust income when properly structured with a Nevada situs
Arizona Community Property
- Community property rules provide a full step-up in cost basis on both halves of community property at the first spouse's death - potentially eliminating decades of embedded capital gains
- Flat 2.5% state income tax and no state estate tax, allowing trusts and individuals to retain more of their investment income and realized gains
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Trust & Estate Planning Questions.
What is the difference between a revocable and irrevocable trust?
A revocable trust (also called a living trust) allows you to maintain control of the assets during your lifetime and can be modified or dissolved at any time. An irrevocable trust removes assets from your taxable estate, providing estate tax reduction and asset protection benefits, but cannot easily be changed once established. The right structure depends on your goals - we help families determine which trust types align with their wealth transfer and asset protection objectives.
Why would I establish a Nevada dynasty trust instead of a trust in my home state?
Nevada offers some of the most favorable trust laws in the country. A Nevada dynasty trust can last indefinitely (no rule against perpetuities), offers a two-year asset protection window for self-settled trusts, and incurs zero state income tax on trust income when structured properly. For families in Scottsdale or other states, establishing a Nevada situs trust through our Arizona operations can provide meaningful tax and protection advantages that home-state trusts cannot match.
Do I still need an estate attorney if I work with you?
Yes - and we encourage it. Estate attorneys draft the legal documents that implement your plan. Our role is to design the trust and estate strategy, model the financial outcomes, coordinate beneficiary designations across all accounts, and ensure your attorney, CPA, and financial plan are all working from the same playbook. We work alongside your existing attorney or can introduce you to estate specialists we trust.
How does the estate tax exemption sunset affect my planning?
The current federal estate tax exemption of approximately $13.6 million per person is scheduled to sunset at the end of 2025, potentially dropping to roughly half that amount under previous law. For families with estates above the reduced threshold, proactive planning - including irrevocable trust strategies like SLATs and GRATs - can lock in the higher exemption before it expires. We help families evaluate whether accelerated gifting or trust funding makes sense given their overall financial picture.
Trust Planning Works Best in Context.
Estate planning is most effective when coordinated with your full financial strategy. These services work together as part of a unified plan.
Protect What You've Built. Transfer It on Your Terms.
A 30-minute discovery conversation to understand your family's situation, review your current estate documents, and identify the strategies that can make the biggest difference. A candid conversation about your legacy.
Tax outcomes depend on individual circumstances and are subject to changes in tax law. Trust and estate planning services are educational and strategic in nature. Farther does not provide legal or tax advice. Clients should consult with qualified estate attorneys and tax professionals before implementing any trust or estate strategy. Investment advisory services offered through Farther Finance Advisors LLC, an SEC-registered investment adviser.