#61 Estate planning for couples: When should a testamentary trust start?
Update: 2025-11-10
Description
When preparing wills for couples, one of the trickiest questions to navigate is when the testamentary trust should actually begin. Should it start after the first death, or wait until both spouses have passed?
In this episode, I unpack the considerations behind this decision, because while there’s no one-size-fits-all answer, getting the timing right can make a big difference to the tax outcomes and asset protection for families.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
