An AB trust is a legal arrangement for married couples that can minimize estate taxes by splitting assets between two separate trusts when one spouse dies. While a federal provision that went into ...

Question: My husband and I have been faithfully reading your columns for quite a while. We set up our original Revocable Trust in 2008 and reviewed it again in 2015. We think that we have an AB Trust ...

A trust was created to address this To address this problem, the AB, or bypass, trust concept was created. Often, a formula is embedded into the trust that compels the allocation of all or a portion ...

California passes AB-565 and AB-1521 to reduce friction in trust proceedings and add estate notice rules for advisors ...

Editorial Note: Blueprint may earn a commission from affiliate partner links featured here on our site. This commission does not influence our editors' opinions or evaluations. Please view our full ...

Estate Planning for couples in a second or later marriage can be tricky, particularly when one spouse is significantly wealthier than the other. One solution for allowing the well-to-do spouse to ...

Dear Readers: This question comes up frequently, so I am dusting off and updating a prior column to present this information again. Happy spring! Question: My husband and I have been faithfully ...