Do I Need a Testamentary Trust?

A Testamentary Trust (TT) can give you peace of mind by protecting your estate and your loved ones. You might need one if you want to:

• Protect your children’s inheritance if both parents pass away or if the surviving parent re-partners.
• Save on tax by reducing liabilities when distributing assets to adult beneficiaries.
• Shield assets from relationship risks or other external claims.
• Control how and when your assets are distributed to provide long-term security.