Mon - Fri : 8:30 - 5:30


AB Trust
Understanding what exactly a Simple Revocable Trust is, and how it works, is confusing enough for most people. But the A/B Trust can really throw one for a loop. So what exactly is an A/B Trust and how do you navigate its complexities? The A/B Trust for Tax Purposes In prior decades, the federal estate...
Read More
Due to recent changes in estate tax laws, the bypass trust may not produce the savings it once did.  On the contrary, it may cost families more.  The bypass trust, also known as the A/B Trust, was once a popular estate planning tool. Consequently, many estate plans – especially those done prior to 2000- may contain one...
Read More