You spend your life making money and building assets. You do this for yourself and your families future. You protect those assets, you invest and you’re generally good with money. However, not everybody is, and sometimes that person is your loved one.

It’s difficult to image that when you die, even with a will that your assets are unconditionally gifted to the person you choose. You’re not gifting them your assets for nothing you are gifting your assets to make their life better when yours is over.

Perhaps that person has a gambling addiction or a drug addiction. Leaving them money when you die could make their life worse than if you gave them nothing!

Perhaps you want to gift your estate to your children who are way too young to handle that money.

Perhaps that tax implications of your estate will be so onerous on the beneficiary that it completely overrides your true wishes. Or perhaps you already dislike your unknown future son or daughter-in-law of your 3 year old child and cannot imagine them benefiting from your death.

In these cases, a standard will will not give effect to your true wishes of how your estate is to be handled and you need professional advice to plan your estate and a professional to make your will together with a Testamentary Trust.

You spend your life making money and building assets. You do this for yourself and your families future. You protect those assets, you invest and you’re generally good with money. However, not everybody is, and sometimes that person is your loved one.

It’s difficult to image that when you die, even with a will that your assets are unconditionally gifted to the person you choose. You’re not gifting them your assets for nothing you are gifting your assets to make their life better when yours is over.

Perhaps that person has a gambling addiction or a drug addiction. Leaving them money when you die could make their life worse than if you gave them nothing!

Perhaps you want to gift your estate to your children who are way too young to handle that money.

Perhaps that tax implications of your estate will be so onerous on the beneficiary that it completely overrides your true wishes. Or perhaps you already dislike your unknown future son or daughter-in-law of your 3 year old child and cannot imagine them benefiting from your death.

In these cases, a standard will will not give effect to your true wishes of how your estate is to be handled and you need professional advice to plan your estate and a professional to make your will together with a Testamentary Trust.

A Testamentary trust protects your assets after you die. Your assets are controlled according to your wishes, for the benefit of the person you choose and most importantly, for the purpose you choose. With a Testamentary trust you elect a responsible person (even a professional) to make sure your estate is handled in a proper way. And your loved ones are truely getting the true benefit from your hard work and smart investments the way you want.