The ABCs of Disinheriting Uncle Sam

Married couples have a massive opportunity to protect against unnecessary taxes and to keep Uncle Sam out of their estate by using a joint revocable living “ABC” trust. But how do these subtrusts work, and how do they eliminate, or at least delay, taxes? In this podcast, Jeff walks through the same Married ABC Trust that his own law office uses for his married clients, and how each of them works to both provide for a surviving spouse while saving on estate taxes for the next level beneficiaries.

For the full YouTube video on this topic, please click here to watch.

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