What is an A/B for an Irrevocable Trust?

What is an A/B for an Irrevocable Trust?

What is an A/B for an Irrevocable Trust? A/B Trust Great question! An A/B trust setup, even within the context of an irrevocable trust, is a type of estate planning structure used to help minimize estate taxes and preserve assets—especially for married couples. 🔤 What...
Financial elder abuse

Financial elder abuse

Definition of Financial Elder Abuse Elder Financial Abuse Financial elder abuse is a form of exploitation where someone illegally or improperly uses an older adult’s money, property, or assets for personal gain—often without the elder’s knowledge, understanding, or...