When devising a testamentary trust strategy, one of the most sensitive decisions is deciding how much freedom a surviving spouse should have over the trust.

Should they have full control to adapt to whatever life throws at them?

Or should there be checks in place to protect the interests of the next generation?

In this episode, Tara and Carrie dive into the fine line between flexibility and control for surviving spouses.

We share practical tips for navigating this complex issue and how to frame these decisions in a way that makes clients feel confident and clear about their options.

Tune in to hear how to tackle this complex topic with clients and ensure their testamentary trusts reflects their values.

Add your thoughts to the discussion through our free Art of Estate Planning Facebook Group: https://www.facebook.com/groups/artofestateplanning