bypass trust Archives - Kevin J. Moore & Associates

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Reports of the Death of the Bypass Trust Are Greatly Exaggerated 

I’m curious: Did you create your estate plan before 2011? Does it include a bypass trust, aka family, credit shelter or B trust? If so, then you should be aware that changes in estate taxes may affect you and that you and your attorney should take a fresh look at your estate plan. This is especially important if your net worth is less than $6 million. A bypass trust, which […]

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