AB Trusts

Should an AB Trust Be Part of Your Estate Plan? - Werner Law Firm

Should an AB Trust Be Part of Your Estate Plan?

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AB trusts are an increasingly uncommon albeit valuable type of living trust, specialized for wealth preservation, tax avoidance, and long-term financial planning. At its core, an AB trust requires a married couple to file a two-part trust scheme that utilizes the individual tax exemption limits to create a tax-free inheritance for their ultimate beneficiaries. AB trusts are not …

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What Are AB Living Trusts, How Do They Work? | Werner Law Firm

What Are AB Living Trusts, How Do They Work?

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Estate planning is the art of ensuring that your wealth remains as untouched as possible, without cheating the government out of any necessary taxes. A legally sound and competent estate plan can be the make-or-break difference between paying millions of dollars in taxes, or leaving your inheritors with an estate that is mostly intact. Among some of …

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