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Opportunities of a testamentary trust

Our team often wonders why more Canadians aren’t taking advantage of a testamentary trust. It’s a relatively easy and incredibly flexible strategy that lets you control assets beyond life and potentially save your heirs significant tax, year after year.

A testamentary trust is created through your will. Like a will, it only takes effect upon death and you can change the terms at any time during your lifetime, providing you remain of sound mind.

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