What is a Bypass Trust?

What is a bypass trust, or an A/B trust?

If you've not heard this term, you may have heard about the concept.

Watch to learn about this strategy that can save you thousands in taxes, and then click the link below to discuss your estate with me for free:

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Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
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[chrisdime]

If the client has an estate worth 1B should they put just the State Estate Tax Exemption Amount into the B trust OR the Federal Estate Tax Exemption amount? My gut says to pat the Federal Amount because the surviving spouse can always draw HEMS.