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Investing/Strategies / Retirement Investing
|Subject: Re: IRA and next generation beneficiaries||Date: 2/17/2000 7:59 PM|
|Author: JAFO31||Number: 19215 of 76883|
waldronr: "Has anyone looked into an 'A/B Trust'? I have been researching the subject for the past year. Nolo Press has been the main source of my material, but I would like to hear from someone who has actally set one up.
It looks, so far, like the best way to pass wealth on to later generations, but I'm still open to other means, and still doing the research."
There have been several discussions about A/B Trusts in either the Inheritance board or the Estate Planning board (Speaker's Corner). IIRC, look for posts by Trini.
A/B Trusts allow a married couple to make maximum use of the lifetime exemption equivalent, but are far from the only planning tool.
Hope this helps. Regards, JAFO
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