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  • Testamentary Trusts Information Sheet-1

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    alan
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    Testamentary trusts can help plan for taxes and protect assets. They allow for dividing assets among beneficiaries in shares over time rather than immediate distribution. Setting up the trust in a will transfers assets to the trust upon death. Depending on the amount transferred, taxes can be reduced compared to leaving assets directly to heirs. The trust can continue providing benefits for multiple generations under the guidelines set up by the will.

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    Testamentary trusts can help plan for taxes and protect assets. They allow for dividing assets among beneficiaries in shares over time rather than immediate distribution. Setting up the trust in a will transfers assets to the trust upon death. Depending on the amount transferred, taxes can be reduced compared to leaving assets directly to heirs. The trust can continue providing benefits for multiple generations under the guidelines set up by the will.

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    © All Rights Reserved
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    24 views4 pages

    Testamentary Trusts Information Sheet-1

    Uploaded by

    alan
    Testamentary trusts can help plan for taxes and protect assets. They allow for dividing assets among beneficiaries in shares over time rather than immediate distribution. Setting up the trust in a will transfers assets to the trust upon death. Depending on the amount transferred, taxes can be reduced compared to leaving assets directly to heirs. The trust can continue providing benefits for multiple generations under the guidelines set up by the will.

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    of 4

    Planning Ahead for tax

    and other problems


    Testamentary Trusts

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