Estate Planning with a Spousal Trust
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Estate Planning with a Spousal Trust
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Estate Planning with Spousal Trusts | Family Office Insider
In this episode of Family Office Insider, Jason Nagel explores the powerful estate planning tool of spousal trusts, particularly in the context of blended families.
When individuals with children from previous relationships remarry, ensuring financial security for both their spouse and their children can be complex. A spousal trust provides a strategic way to support your spouse during their lifetime while ensuring your assets ultimately pass to your intended beneficiaries.
Jason breaks down how spousal trusts work, what types of assets can be included, and why they can be a critical part of a well-structured estate plan. If you're looking to protect your family's financial future, this episode is a must-listen.
For more insights on wealth management and estate planning, visit us at Three60wealth.ca. Don't forget to follow the podcast for more expert financial guidance!