Blog

You may need a refresher on why you set up your family trust in the first place. It was probably because family trusts offer…

If you assumed that the assets in your family trust are gifted to your loved ones under your Will, you wouldn’t be alone. However,…

Trusts work by separating control of the assets held in the trust from the right to benefit from those assets. All trusts are unique…

If you tick any of the following boxes, then you should consider using a testamentary trust in your will: There are a few more…

Control The trustee of a discretionary trust generally has complete discretion to determine who receives the income of the trust. Cost and complexity Testamentary…

Income splitting Income can be split between beneficiaries, thereby taking advantage of beneficiaries with lower marginal tax rates. Beneficiaries who are under the age…

If you have adult children, you should consider leaving an inheritance to them through a testamentary trust, rather than as a direct gift.  …

A testamentary trust is a very powerful tool for families with young children.  In particular, the testamentary trust offers the following advantages: For example: …

Testamentary trusts offer fantastic tax flexibility. In fact, testamentary trusts are the only environment where you can get such great tax treatment, and it’s only…

The discretionary nature of the trust is what makes the trust so powerful for asset protection.  Because none of the beneficiaries own the trust assets…