AB Trust Planning — Protect Your Estate and Maximize Tax Savings for Married Couples
An AB Trust, also known as a bypass or marital trust structure, allows married couples to reduce or eliminate estate taxes while ensuring that assets are preserved for the surviving spouse and ultimately passed to chosen beneficiaries. By dividing the estate into two separate trusts upon the first spouse’s death, an AB Trust can provide long-term tax efficiency, asset protection, and clearer control over distribution. Tax Help Law Firm helps couples design and implement AB Trusts that align with their financial goals and family dynamics.
If you and your spouse want to protect your estate from unnecessary taxes while maintaining flexibility and control, an AB Trust may be one of the most effective planning tools available. We evaluate your assets, consider federal and state estate tax implications, and craft a customized trust structure that safeguards the surviving spouse while honoring your long-term wishes. Tax Help Law Firm also ensures your AB Trust works seamlessly with your will, healthcare directives, powers of attorney, and other estate planning documents for a fully integrated plan. Call Tax Help Law Firm today to speak with an experienced estate planning attorney and learn how an AB Trust can help protect your family’s wealth for future generations.
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