Monday, November 25, 2019

What Type of Living Trust Should I Have?

Which is the right Trust for you and your family?

One of the key goals of estate and Trust planning is to avoid federal estate taxes.  Careful estate planning can eliminate a significant estate tax burden for surviving spouses and their beneficiaries. Any of the Trusts below can be useful tools in preserving an estate's assets. But which Living Trust is right for you?
  • Credit Shelter Trusts (A/B Trusts)
  • QTIP Trusts (A/B/C Trusts)
  • Marital Disclaimer Trusts (A/Marital Trusts)
  • Lifetime Revocable Trusts (Marital A/A Trusts)
  • Marital Deduction Trusts (A/C Trusts)
With all these options, it is more than prudent to work with AmeriEstate and a qualified attorney who understands how to design a plan that best fits your needs.

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