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    • Kathleen Reynolds
      Post count: 428

      Bypass Trust

      Click the Bypass Trust notebook tab on the Taxes screen to change the way the Bypass Trust is handled. Answer “Yes” to “Adjust Taxable Estate for Bypass Trust?” for those alternatives that include a Bypass Trust. The Bypass Trust is funded from the Other Assets, and is included in the Net After Tax Assets. It is not subject to estate taxes.

      If you answer “yes” to “Use Other Assets Growth?” the Bypass Trust grows at the same net growth rate that the Other Assets uses. If you answer “No” to this question, be sure to enter the net Bypass Trust growth rate.

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