One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death. Directing assets through a testamentary ...

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 ...

I recently helped an executor administer an estate that poured over to an unfunded revocable trust. Although the decedent failed to use the trust to avoid probate, the trust made probate easy. The ...

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 ...

One component of your estate plan may be a testamentary trust, which is a legal document, usually created within a will, that becomes effective at your death. Directing assets through a testamentary ...

If you are drawing up your will and want to leave money to a minor child, using a testamentary trust is one way to do so. This legal document can also be beneficial in other situations, such as if you ...