Trusts. They can shelter your investments from undue tax. They also can ensure your wishes are executed after you're gone. And they can help you plan for old age.
But with those benefits come complications. Budget 2014 introduced new trust rules, and longstanding laws still cash shadows on some estate strategies.
Here are some articles that cover the fundamentals of trust planning:
How to use testamentary trusts
Should you put your cottage in trust?
Budget 2014 clamps downs on trusts
U.S. trust technique saves tax
If you would like to discuss how you can use trusts to protect and maximize your estate, shield you from undue tax, and solidify your legacy - contact us.