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What Every Spouse Should Know about Living Trusts
People with living trusts usually assume not much changes when a spouse passes away. Wrong!! Surviving spouses need to get savvy about tax issues like an adjusted cost basis of property, duty to children, portability elections for estate taxes, potential A/B trust splits, valuations by advisors, and basic post-mortem planning. Be prepared.

Oct 27, 2020 11:30 AM in Pacific Time (US and Canada)

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