A testamentary trust helps with overall wealth management by protecting the testator’s assets after their death. This type of trust can be used to name minors as beneficiaries of the testator’s estate ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

The federal government’s recent announcement that it is interested in reviewing the tax treatment of testamentary trusts could have significant consequences for estate planning, tax experts say, and ...

Senior couple using laptop with their financial advisor during a meeting. For many families, trusts can be a useful vehicle for passing wealth to the next generation or generations. That’s not their ...

Are you thinking about including a Trust in your Estate Plan? Indeed, it is a wise decision. Even if you’ve already started planning or have a Will in place, Trusts can provide an extra layer of ...

Financial advisors need to familiarize themselves with pending changes to the taxation of testamentary trusts and consider alternatives when discussing options for their clients’ heirs. “The proposed ...

One cannot handle the disposition of one's estate from the grave, but one can determine who will handle that disposition. The two basic ways to do so are by wills or trusts. The larger and more ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

It’s one thing to bring forward tax cuts, as the government is thinking of doing in the October budget. It’s another to leave wide open an arrangement that allows substantial tax minimisation (or ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...