Life Insurance / Estates & Wills

Including Testamentary Trusts in your Estate Planning

Estate planning is a necessary means of ensuring that your loved ones are taken care of following your death. Trusts can work together with a Last Will and Testament to ensure that your assets are distributed according to your wishes and to assist in avoiding unnecessary tax.

The real cost of grief without proper estate planning

Gone are the days when Trusts were considered useful to wealthy people with a ‘tax problem’

There was a time when Trusts were considered to only be useful to very wealthy people with a ‘tax problem’. However, that’s certainly not the case. A Trust can be very useful to anyone who wants an effective way of managing and protecting their long-term assets like property and investments.

How often should you update your will?

Your will, often a very emotional document to prepare, is your roadmap specifically showing how you want your estate to be distributed after you die.