Trust Issues: Testamentary Trusts, Inheritance & Family Legacy

What happens when leaving your children an inheritance isn’t as simple as writing a cheque? In this episode, Shelly Appleton-Benko sits down with estate-planning lawyer Raphael Tachie to explore testamentary trusts and the role they can play in inheritance planning, wealth preservation and family legacy. They discuss how a testamentary trust can help determine when and how an inheritance is received, protect family wealth through life’s uncertainties, and give the next generation the freedom to take risks without putting inherited assets at risk.