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Disclaimer Trusts

The simple Disclaimer Trust, also known as an optional AB Trust is the most common type of living trust used today. With today’s Federal Inheritance Tax Exemptions being at the rates they are today, an optional AB Trust gives flexibility to the surviving spouse to protect the Estate against potential Inheritance Taxes. The main premise of such a living revocable trust is to avoid probate and ensure your assets are distributed according to your wishes.

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