How a Spousal Bypass Trust Can Slash Your Estate Tax Bill

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How a Spousal Bypass Trust Can Slash Your Estate Tax Bill

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Lucas and Luna break down the spousal bypass trust, also known as a credit shelter trust — a powerful estate-planning tool that lets married couples double their estate-tax exemption. They walk through a concrete example: a couple with a $15 million estate in 2026. Without a bypass trust, the surviving spouse could lose half the exemption. With one, they shelter $13.61 million from estate taxes entirely. Lucas explains how the trust works, the role of the lifetime exemption (currently $13.61 million per person), and why the portability election isn't always enough — especially in states with their own estate tax like Massachusetts or Oregon. Luna brings up the key gotcha: if you move your assets into a bypass trust at the wrong time, you lose the step-up in cost basis. They also discuss who should and shouldn't use one, and how the 2026 sunset of the Trump-era exemption could make bypass trusts relevant again for smaller estates. #SpousalBypassTrust #CreditShelterTrust #EstatePlanning #EstateTax #MarriedCouples #LifetimeExemption #Portability #StepUpInBasis #TrustLaw #WealthTransfer #Finance #FexingoBusiness #BusinessPodcast #EstateTaxExemption #StateEstateTax #IrrevocableTrust #TaxPlanning #GenerationalWealth Keep every episode free: buymeacoffee.com/fexingo

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