credit shelter trust Archives - Kevin J. Moore & Associates

News

Posts Tagged ‘credit shelter trust’

Laws, families, fickleness: Why bypass trusts aren’t 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 […]

Read More