289. Why you may need a Testamentary Trusts even when you don't think you do.
A will decides who gets your assets. A testamentary trust decides how they get them, and that difference can matter enormously for your kids, your blended family, and how much tax they pay. Ana sits down with estate planning lawyer Angie Treichel to unpack a tool most Australians have never heard of, plus why the post office will you've been meaning to fill out might not do what you think it does.
In this episode we'll discuss:
💸 What a testamentary trust actually is: a trust written into your will that stays dormant until you pass away, with a trustee managing assets for your beneficiaries…
The skinny
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