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What is a Testamentary Trust and How to Tax-Effectively Distribute an Inheritance

Estate PlanningOctober 22, 2026

Leaving an inheritance is one thing. Making sure your family can keep more of it is another. An inheritance left directly to a beneficiary can become exposed to tax, relationship breakdowns, creditors, poor financial decisions, or other risks you may not have anticipated. A testamentary trust can provide another way to pass on wealth, giving…

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