Who Still Needs an A/B Trust Anyway?

Posted Posted in A/B Trust, Estate Planning

Unmarried and Same-Sex Couples. While the portability provisions of the new tax law allow a surviving spouse to use a deceased spouse’s unused estate tax exemption amount, the same federal rules do not apply to unmarried and same-sex couples, regardless of that couples status under state laws granting spousal rights in the event of common law marriage, same-sex marriage or domestic partnership. If you fall into one of these categories and leaving everything to your […]