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An A-B Trust may no longer be needed and may be a detriment to a surviving Spouse

With the increase in the exemption to 5.25 Million per person and with the unused exemption now "portable", it is now possible to pass 10.5 Million to the Heirs tax free without using an A-B Trust.

If you currently have an A-B Trust, it may be beneficial to amend the old Trust and eliminate the A-B Trust with a Simple Joint Trust. By doing so, you will reduce the costs and expenses of ongoing legal and accounting costs to the surviving spouse.

There may be specific reasons for maintaining an A-B Trust, especially if you are currently in a subsequent marriage.

To assist you in all of your estate and trust needs, please call the attorneys of Bieber & Czechowski,PLLC.

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