An AB trust is a legal arrangement for married couples that can minimize estate taxes by splitting assets between two separate trusts when one spouse dies. While a federal provision that went into ...

Click to share on Facebook (Opens in new window) Click to email a link to a friend (Opens in new window) Click to print (Opens in new window) Click to share on X (Opens in new window) A couple’s ...

Question: My wife and I have AB trusts and $2 million in assets. What steps should we take because of the new federal estate tax law? Answer: The new federal estate tax threshold, $5 million, makes ...

Many clients and even other professionals are unaware that an irrevocable bypass trust, or funded B trusts, can be corrected to prevent higher ordinary income tax during the surviving spouse’s ...

Trusts exist to manage assets on behalf of businesses or organizations. They have a variety of legal uses, all of which help business owners or their beneficiaries preserve and grow their wealth. For ...