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Homebert and earnie trust

Posts tagged: bert and earnie trust

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Using Spousal “Bert and Earnie” Trusts to Stretch Estate Tax Exemptions

December 9, 2020
by The Wright Firm Asset PreservationEstate & Trust AdministrationEstate Planning

Few spouses recognize that just as you can make annual trust gifts for other family members that are excluded from federal gift and estate tax, you can also make annual tax excluded gifts to your spouse. These spousal tax excluded gifts are often an overlooked opportunity b ...

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