Testamentary trusts – my favourite estate planning tool

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If we’ve ever caught up for a coffee or if you’ve heard me speak at a seminar, you will know that Testamentary Trusts are my FAVOURITE estate planning tool. I get asked all the time about testamentary trusts: are they worth the money or just over complicating things? Short answer? I believe that a testamentary trust can be a game changer in estate planning for about 80% of the clients I meet. Check out my video which explains what testamentary trusts are, why they are so powerful and when you should consider using them.

If you want to dive further into the world of testamentary trusts check out my other posts:

The 7 types of people who will benefit from a testamentary trust: https://www.taralucke.com.au/7-types-of-people-who-should-use-a-testamentary-trust/

Estate planning for couples – when should a testamentary trust start: https://www.taralucke.com.au/estate-planning-for-couples-when-should-a-testamentary-trust-start/

Not sure how many testamentary trusts to use? https://www.taralucke.com.au/one-testamentary-trust-per-child-or-all-children-in-one-trust/

Will a surviving spouse really benefit from a testamentary trust: https://www.taralucke.com.au/will-a-surviving-spouse-really-benefit-from-a-testamentary-trust/


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