The great estate planning solution is an A-B Living Trust to pass more to beneficiarie, Revocable living trust forms online by Legal Helpmate document service
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$3,000,000.00 estate
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Assumes death in 2005
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All to surviving spouse
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To trust "A" $1,500,000
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To trust "B" $1,500,000
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Unlimited mariral deduction
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Unlimited mariral deduction
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Exemption equivalent
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Estate tax at first
death = $0
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Estate tax at first
death = $0
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Estate tax at first
death = $0
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At death of surviving spouse $3,000,000
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At death of surviving spouse $1,500,000
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At death of surviving spouse, trust assets not included in spouse's estate
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Estate tax = $750,000
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Estate tax = $0
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Estate tax = $0
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To beneficiaries
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To beneficiaries
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To beneficiaries
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Read more useful information:
Understand Federal Estate Tax Exemption
Living Trusts Take Precedence Over a Last Will.
Check is your state a Dower or Curtesy requirements state?
About Marital Property Rights
Notary Acknowledgment and Witness Declaration
Living Trust Legal Information
Living Trust Frequently Asked Questions
Living Trust Legal Articles
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