Protecting What Matters Most: Trust Planning for Children, Dependents, and Vulnerable Beneficiaries in Canada

When you're planning your estate, it's not just about who gets what.

For some families, the bigger question is: How do I make sure this money actually helps the person I'm leaving it to?

That can be especially important when you're planning for young children, a loved one with a disability, or someone who may need more structure around an inheritance.

In Sabiha Mukadam's latest article for the Sage Owl, she walks through a few trust strategies families may want to understand, including:

Children's Testamentary Trusts

Henson Trusts

Qualified Disability Trusts

Spendthrift Trusts

Discretionary Family Trusts

Each one is designed to solve a different problem — from protecting disability benefits, to delaying access to an inheritance, to giving a trustee more flexibility when family members have different needs.

The goal isn't to make your estate plan more complicated. It's to make sure the structure actually fits the person you're trying to protect.

Read the article, watch the video or listen to the podcast here: https://edrempel.com/protecting-what-matters-most-trust-planning-for-children-dependents-and-vulnerable-beneficiaries-in-canada/