#6 Does the family home belong in a testamentary trust?

The family home is the golden goose of assets – it’s one of the last assets we can own tax free. So does it belong in a testamentary trust?

In this episode, Tara and Carrie dive into the nitty-gritty of putting the family home into a trust. We cover everything from asset protection to tax perks, plus what happens when you put that golden goose under the trustee’s wing.

Is it the right call for your clients, or could it lead to more complications?

Tune in to hear us break down the pros, cons, and key points to keep in mind when guiding clients through this tricky decision.

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