[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/