When it comes to planning your estate, one question can make all the difference:

“Should I just make a Will… or consider a Testamentary Trust?”

Here’s the simple truth:

 A Will is great for basic asset distribution.
 A Testamentary Trust gives your family ongoing protection, flexibility, and significant tax advantages.

It’s ideal if you have:

• Young children or vulnerable beneficiaries

• A blended family or complex relationships

• Business risks, creditors, or future legal concerns

• A desire to keep assets in the family, long-term

At Kalde Legal, we don’t just fill in forms—we create custom estate plans that actually work when your family needs them most.