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Designing Trusts for a Surviving Spouse’s Remarriage

Posted in Blended Families, Estate Planning, Life Cycle Estate and Financial Planning, Trust Administration
In the 90s, when the Internet was new and Bill Clinton still had more tomorrows than yesterdays, the estate tax exemption was $600,000, an amount even Thomas Piketty might think was rather low. In that sort of environment, credit shelter trust planning for married couples felt almost mandatory. We live in a very different world today.… Continue Reading