In this episode, Jason breaks down one of the most powerful – and misunderstood – tools in advanced wealth planning: the discretionary family trust.

You’ll learn the four key reasons why families and business owners set up a trust:

1. Protecting assets from creditors
2. Income splitting with beneficiaries
3. Streamlining corporate structures and cash flow
4. Multiplying the capital gains exemption to save hundreds of thousands in tax

Jason also shares a real-life story of a business owner who missed out on nearly $900,000 in potential tax savings by waiting too long to plan. It’s a tough lesson and a powerful reminder: the best time to set up your structure is before you need it.

Whether you’re a business owner, incorporated professional, or planning your family’s legacy, this episode will help you understand how proactive planning can protect your life’s work — and keep more of it in your hands.

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