November 2, 2018

“Bob talks about the A-B Marital Trust, a common form of living trust planning back in the 1980s, 1990s and early 2000s, and why it is likely outdated or even dangerous for most families today because of possible increased taxes and costs that could have been completely avoided with different planning.   He also talks about how better planning  approach for most families today, and how it is possible to “fix” an old A-B Marital Trust after the first spouse dies.   If you and your spouse have one of these types of trusts, it’s time to get it reviewed right away to get it repaired before your family suffers.”  See omnystudio.com/listener for privacy information.