AB Trusts—Do You Need to Get Rid of Yours?
An AB trust structure helps married couples reduce estate taxes and control the distribution of the property and accounts.
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An AB trust structure helps married couples reduce estate taxes and control the distribution of the property and accounts.
While trusts commonly protect a beneficiary’s inheritance, few trusts protect assets from the trustmaker’s creditors.
In many cases, the traditional asset planning you have right now may not be enough to fully protect you and your family.
Is a life estate plan or a right of occupancy trust right for you? Find out here:
Ensure your estate plan provides a comprehensive safety net to protect your children’s care and well-being in any emergency.
With rising housing costs, many buyers are co-owning homes with friends or relatives, but there are bigger implications than meets the eye.
Include your family in the estate planning conversation to share memories, strengthen connections, and ensure your legacy is preserved.
Personal items of the deceased can often create controversy when it is time to divide up belongings and there is no clear plan for who gets what.
The IRS also notes that abusive trust schemes frequently entail multiple trusts that distribute assets to one another.
