What are testamentary spousal trusts?

We break down the complexities of this legal arrangement established by wills to benefit surviving spouses. From defining what a spousal trust entails to exploring its various purposes, including asset protection, wealth transfer, and safeguarding against potential remarriages or incapacity, we have practical examples and considerations for choosing trustees and managing assets.

This episode offers listeners a comprehensive understanding of testamentary spousal trusts and their role in ensuring families' financial security and peace of mind.

Read the full show notes and find more information at EP 88 Show Notes.