Will And Estate Planning: Advice From The Experts
Making a will and estate planning can be stressful things to do, but ultimately, it will help and protect the ones you love the most.…
Recent changes in estate and gift tax rules make traditional A/B Trust planning more complex, and perhaps unnecessary. The personal exemption amount has been substantially increased and made “portable.” Portability allows a surviving spouse to use a deceased spouse’s unused estate tax exclusion, thereby changing consideration concerning the need for the traditional A/B Trust for tax reasons. However, other factors should also be considered.