Today I want to talk about relationships. Not marriage. Although marriage is a fine institution because it teaches us about loyalty, patience, understanding, perseverance, and a lot of other things we ...

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 ...

When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

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 ...

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 ...

For Halloween this year, we have a "postmortem" theme decorating our house. My contribution was to put a Frankenstein figure in a rocking chair on the porch. I also slipped a last will and testament ...

This year’s federal budget proposed changes to testamentary trusts. Currently, a testamentary trust has its own graduated rates of income tax. In contrast, a trust established during one’s lifetime, ...

Testamentary trusts, also known as mortis causa or will trusts, are the most commonly used trusts in South Africa and make for very effective estate planning tools. The process of setting up a ...

A testamentary trust, also sometimes referred to as a will trust, is a commonly used trust when it comes to estate planning. Unlike an inter-vivos trust which comes into existing during the lifetime ...

For many Canadian families a straightforward transfer of assets will meet their primary estate planning needs. But increasing complexity around issues of asset control, protection and tax-efficiency ...