When planning your estate, you should understand different trust options available, such as testamentary trusts and living trusts. A testamentary trust is created through a will and only becomes ...

Trusts are integral to wealth, tax, and estate planning, allowing individuals to control when and how assets are distributed to intended beneficiaries, both during one’s lifetime – via an inter vivos ...

Trusts are described in multiple ways, including: living or testamentary, revocable or irrevocable and grantor or non-grantor. These terms are not always mutually exclusive. A trust can be living, ...

One cannot handle the disposition of one's estate from the grave, but one can determine who will handle that disposition. The two basic ways to do so are by wills or trusts. The larger and more ...

A testamentary trust, sometimes referred to as a mortis causa or will trust, is one of the most effective and widely used estate planning tools in South Africa. Created through a stipulation in the ...

Trusts can be very effective estate planning tools if set up and managed correctly to achieve a clear purpose. However, it is also a very technical area of financial planning and should ideally be ...

Jennifer Brookhouse outlines the issues to consider when deciding whether a superannuation death benefit going to a child should be paid as an income stream or into a testamentary trust. A ...