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Testamentary trusts can strengthen your beneficiary protections

On Behalf of | Feb 8, 2022 | Estate Planning |

When developing your estate plan, you have many options at your disposal. For example, you can decide to settle for only a simple will and a power of attorney.

On the other hand, you can create detailed estate planning documents that give you continued control of your assets even after your death. A testamentary trust is one document that helps you control the inheritances you leave behind.

What are the key benefits of a testamentary trust?

These trusts are established according to the instructions you include. Essentially, the trust does not exist until you die. Three advantages associated with testamentary trusts include the following:

  • You can continue to modify its terms until your death.
  • It allows you to disburse your assets according to your wishes.
  • You can create the terms of the trust without spending extra money.
  • If your needs or circumstances change, you can swap out the trust for a different solution.

As you might expect, there are also a few disadvantages in choosing to establish a testamentary trust. Examples include the following.

  • Since the trust will not exist until you die, you give up the opportunity to ensure that it follows your wishes.
  • It does not help surviving family members avoid the Pennsylvania probate process.
  • The details of your assets and (in turn) those of your beneficiaries become public due to probate.

Testamentary trusts protect your heirs and beneficiaries while increasing your peace of mind. Remember, however, that this trust is not your only option. Learning more about Pennsylvania estate planning solutions can help you find the tools you need to preserve your assets for future generations.


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