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Posts Tagged ‘credit shelter trust’

Laws, Families, Fickleness: Why Bypass Trusts Are Not Obsolete

In my last blog post, “When tax exemptions carry over: Portability explained,” I promised to talk today about the cons of portability and why I still believe in the usefulness of bypass trusts even for the 99 percent. To cut to the chase: Portability has its advantages, but it doesn’t provide some of the protections a bypass trust can offer. I’m not going to delve into the specifics of bypass trusts […]

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