Protect Your Assets by Rethinking Your Estate Plan

Now that the American Taxpayer Relief Act of 2012 (ATRA) has enacted a permanent structure for the federal estate tax, the traditional trust structure might not be the best choice for married couples. It’s time to rethink your A-B trust and determine if other estate planning options could maximize your income tax advantages and protect your assets.

Our experts at Key Private Bank discuss the recent changes to the trust structure and the pros and cons of different estate planning options.