Guide to

Testamentary Trusts &

Standby Living Trusts________________________________________________

This communication is for general information only and is not intended to be individual advice. It represents our understanding of wills and trusts as at December 2016. You are recommended to seek competent professional advice before taking any action.

You May

Need a

Trust, Not

Just a

Will.

You Probably Need a

Trust (Not Just a Will)

Our children will inherit more wealth than in all of history. They could be becoming instant millionaires after we’re gone. Sometimes without having worked a single day in a full-time job.

Is this ok for you? Probably not.

And yet we parents are often so busy accumulating wealth that we don’t pay enough attention to how we want to pass our wealth to our children.

A huge inheritance can be a lifelong trap for children. Easy money can lead to unmotivated lives. We don’t want our children to ask themselves in the mirror, “Who am I?”

With a Testamentary Trust or a Standby Living Trust, you can leave a legacy in a thoughtful way — one that promotes productivity and healthy, fulfilling lifestyles.

Contents1. What we want when we are gone2. Start with a Will3. Consider a Testamentary Trust4. Consider a Standby Living Trust5. Who can I trust to hold my assets?6. Conclusion

Dear Reader,

We appreciate your interest in this Guide.

Due to the somewhat technical nature of the contents, the full Guide is available only on request.

If you would like the full version, please contact us at info@legasyplanners.com with the following information:• Name• Email • Phone number • Brief reason for requesting the

Guide

Thank you for your interest.