Not everyone wants to leave heirs with unfettered access to the wealth they’ve accumulated over the course of a lifetime. Some people want to put restrictions on when or how money is used. Others hope ...

A testamentary trust helps with overall wealth management by protecting the testator’s assets after their death. This type of trust can be used to name minors as beneficiaries of the testator’s estate ...

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 ...

Melissa Horton is a financial literacy professional. She has 10+ years of experience in the financial services and planning industry. Ebony Howard is a certified public accountant and a QuickBooks ...

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 ...

Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...

At the intersection of incorporation-by-reference doctrine in the testamentary context and trust jurisprudence are several traps for unwary estate planners and trial lawyers. The doctrine sets forth ...