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Tag: spousal bypass trust

Getting remarried? Add these 6 financial tasks to your to-do list

Remarriage entails a number of financial considerations. Tackling them early increases the chance of a financially sound future together.

Published February 21, 2022
Categorised as Estate planning, Financial Planning Tagged beneficiary, pension, property, remarriage, spousal bypass trust, Will

What is a spousal bypass trust and who should use one?

If you have more complicated family arrangements, e.g. second marriage or stepchildren, or you want to provide for someone without giving them immediate access to a large sum of money, then a spousal bypass trust may be of interest.

Published February 14, 2022
Categorised as Estate planning, Pension Death Benefits, Pension Planning Tagged beneficiary, spousal bypass trust, trusts

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