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Protecting What Matters Most: Trust Planning for Children, Dependents, and Vulnerable Beneficiaries in Canada
When you're planning your estate, it's not just about who gets what.
For some families, the bigger question is: How do I make sure this money actually helps the person I'm leaving it to?
That can be especially important when you're planning for young children, a loved one with a disability, or someone who may need more structure around an inheritance.
In Sabiha Mukadam's latest article for the Sage Owl, she walks through a few trust strategies families may want to understand, including:
Children's Testamentary Trusts
Henson Trusts
Qualified Disability Trusts
Spendthrift Trusts
Discretionary…
The skinny
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