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The Referred to Law Firm

Selecting the right kind of Will & Trust to minimize your tax liability

When discussing available options with your lawyer prior to the preparation of a Will, there are numerous options to consider.  This is a brief summary of the main options available to you:

When should a testamentary trust be used?

Unlike outright distribution of an Estate, a testamentary trust provides that all or part of your Estate shall be held in trust, and administered for the benefit of one or more beneficiaries. A trust can remain in force for a beneficiary’s entire lifetime, or until that person reaches a certain age. A trust is often chosen when:

Our Wills, Trusts and Estates team is ready to help you. To consult with a member of our firm confidentially, please email us or call 613-563-7544.