Standard AB Trusts and Credit Shelter Trusts have the same purpose; they reduce federal and state taxes on married couples by removing assets from a taxable estate. Each method creates trusts to take maximum advantage of exemptions from federal and state estate taxes. Many estate-planning informational presentations refer to AB Trusts and Credit Shelter Trusts […]
Month: September 2013
Practical Interview Online Questionnaire for Estate Planning Clients Training Video
Last week we released the Practical Interview. We wanted to follow the release with a training video on how to use the Practical Interview in your practice. The Training Video covers these topics Learn how to have your clients use the Practical Interview Logging into the Practical Interview website Download the HotDocs answer file to […]