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create a trust or divide assets?

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Junior Member
What is the name of your state?What is the name of your state? PA.

I am trying to avoid establishing a trust. I was going to separate the joint assests in half (each spouse gets 50% of assets) and create a will and beneficiaries for each spouse therefore technically reducing the overall estate by half to bypass the estate tax.

Are there other options other than establishing a trust?
I intend to start gift giving immediately but will not reduce the estate below the estate tax exemption amount.

Are there other tax ramifications that i am not considering by doing this?



Junior Member
there is no estate tax between spouses..and between spouses and kids its one total allowable pass thru period..whether you divide it up or keep it together.currently 1.5 million and soon to be 3 million

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