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When annuities and life insurance replace the spousal trust
An alternative approach to income and inheritance in blended families Published by Investment Executive September 15, 2026 Spousal trusts are often the default solution in blended-family estate planning because they can provide income to a surviving spouse while limiting access to capital and preserving the remaining wealth for children from a prior relationship. However, that apparent balance can mask an underlying tension. The spouse needs income during life; the children a
MICHAEL KULBAK
Sep 155 min read
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CPA Nova Scotia Program: Succession and Wealth Planning for Finance Professionals
Link to CPA Nova Scotia Program
MICHAEL KULBAK
Sep 11 min read
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CPA Alberta Program: Succession and Wealth Planning for Financial Professionals
Link to CPA Alberta Program
MICHAEL KULBAK
Jul 211 min read
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CPA Program: Succession and Wealth Planning for Financial Professionals
Link to CPA Ontario Program
MICHAEL KULBAK
May 11 min read
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