Life after death is a worry for baby boomer parents

Tag Archives: Testamentary trusts

Life after death is a worry for baby boomer parents

will and testament

Planning for Prosperity’s Daniel Budreika was quoted in this recent Advertiser article ‘Life after death is a worry for baby boomer parents‘ by Anthony Keane. Daniel was quoted as saying: Testamentary trusts can split income among beneficiaries to suit their tax situations, and offer asset protection in the event of children going bankrupt or suffering a […] Read More >

Posted in Estate Planning | Tagged | Leave a comment