Testamentary Trusts and Estate Planning

Even if all you own is your house/apartment, you should still upgrade from a so-called ‘simple’ will to a more sophisticated will that properly protects your assets and reduces unnecessary tax.

Short, simplistic wills do NOT avoid complications – in fact, they do the opposite, by preventing flexibility and leaving gaping holes for tax leakage. They also leave your estate exposed to creditors and predators.

You’ve worked all your life to build what you have: don’t waste tens of thousands of dollars in unnecessary tax, and expose your hard-earned assets to risk, for the sake of a few hundred dollars now.

This guide illustrates how upgrading to a smarter will can add tens of thousands of dollars to the value of your estate.

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