What are Testamentary Trusts?
A testamentary trust is a trust created through your will that takes effect after your death. It is used to manage and distribute assets according to your wishes for the benefit of your chosen beneficiaries.
Please contact John Englin, Director of Financial Planning, for estate planning or trust-related guidance at 1-800-235-3228, ext. 6744, or visit our Estate Planning Guidance page for more information.
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