Sample Plan for a Revocable Living Trust

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14/15 EXAMPLES

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Joint Gross Estate
$5,000,000
Revocable Trust Individual 2
Revocable Trust Individual 1
$300,000
$2,000,000
Trust A
Marital Trust
Trust B
Family Trust
$500,000
$1,500,000
Principal
Income
Revocable Living Trust
Before the First Death
After the First Death (Individual 2)