Should You Dump Your Family’s Trust

posted on January 31st 2014 in Austin CFP Team Posts & Your Family with 0 Comments

Many revocable trusts contain by-pass planning. This type of plan captures the assets owned by, in whole or part, a deceased spouse in a trust for the survivor instead of simply giving the survivor the assets outright. One primary purpose of this type of planning is to preserve the federal and tax exemptions that would […]

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