Are You Ready For A Family Trust?

A family trust can unlock serious tax savings and give you more control over how your money is invested — but it’s not a decision to make lightly.

This lesson breaks down what a trust actually is (minus the jargon), when it can save you thousands, and where it can backfire if you jump in too early or set it up the wrong way.

You’ll leave knowing who trusts are for, what they cost, and how to decide whether this is your next smart money move — or a future one.