A trust used for tax planning purposes within a tax planned estate planning document. It is generally funded after the first death under the terms of a will or trust. The surviving spouse is the beneficiary of the trust and the assets included within the trust will not be taxed upon the death of the surviving spouse. It is used to shelter the amount that can pass estate tax-free at death.
Denton Satellite Location*
1308 Teasely Lane, Suite 119 Denton, Texas 76205
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Tarrant Satellite Location*
5601 Bridge Street Suite 300, Fort Worth, Texas 76112