[Song] The ABC Trust Shuffle
[Verse 1]
Here’s a little tale of three trusty mates,
They split your estate in creative ways.
Trust A’s for love, it’s the marital kind,
Keeps your spouse comfy, with peace of mind.
[Chorus]
Oh, it’s the ABC shuffle, estate planning fun,
Keeping Uncle Sam from taking your funds.
Marital, bypass, and QTIP too,
Making sure your wealth gets passed to your crew!
[Verse 2]
Trust B’s the bypass, it’s sneaky and sly,
Dodging estate tax as it waves goodbye.
It’s for the kids and the legacy flow,
Keeping wealth alive, like a pro!
[Chorus]
Oh, it’s the ABC shuffle, estate planning fun,
Keeping Uncle Sam from taking your funds.
Marital, bypass, and QTIP too,
Making sure your wealth gets passed to your crew!
[Bridge]
Then there’s Trust C, it’s a QTIP star,
Protecting your assets, it goes so far.
Your spouse gets income, but don’t you fret,
The kids get the rest when they’re all set.
[Verse 3]
Trust A’s for love, Trust B’s for the plan,
Trust C’s the bridge, where it all began.
Together they dance, like a legal ballet,
Keeping your heirs happy every day!
[Chorus]
Oh, it’s the ABC shuffle, estate planning fun,
Keeping Uncle Sam from taking your funds.
Marital, bypass, and QTIP too,
Making sure your wealth gets passed to your crew!
[Outro]
So here’s to the trusts, so clever and wise,
They keep your estate under tax-free skies.
With the ABC shuffle, your legacy’s tight,
Dancing through the laws in the dead of night!
--
More CFP Exam Prep Content Visit: https://cfp-exam-prep.com/