updating Trust Tag

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Divorce has become a reality for many couples, and for most, the details of dividing property, developing a parenting plan and helping their kids adjust to what will be a new family situation are consuming. There are often additional challenges, including selling the family home, packing, moving to a new...

Many of our clients are coming in to simplify their old AB Trusts. The AB Trust was originally designed to create estate tax savings for couples with joint Trusts by keeping the deceased spouse’s property out of the estate of the surviving spouse. In 2011, however, a dramatic change in...