A Disclaimer Trust Is Appropriate for Couples Who Do Not

question 19

True/False

A disclaimer trust is appropriate for couples who do not yet have enough assets to need a credit-shelter trust.

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Definitions:

Failing Organizations

Entities that are unable to achieve their objectives or sustain themselves over time.

Financial Performance

The measure of a company's financial health and efficiency, typically assessed through indicators like revenues, profits, and return on investment.

Sam Walton

The founder of Walmart and Sam's Club, known for his innovative strategies in retail and business leadership.

Success

The achievement of set goals, objectives, or desired outcomes, often marked by favorable results or the attainment of wealth, position, honors, or the like.