Crump Insights

Balancing Control and Tax Efficiency with Survivorship Standby Trusts


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In this episode, we explore the Survivorship Standby Trust (SST), an innovative estate planning strategy that balances tax savings and control. Tom McKay, Director, Advanced Sales at Crump, who has personally implemented this strategy, walks us through how it works, who it benefits, and why it's an essential consideration for flexible estate planning. Gain key insights into optimizing wealth transfer with built-in flexibility. 

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Crump InsightsBy Crump Life Insurance Services

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