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Spousal Lifetime Access Trust(s) are ideal for married couples with a potential estate tax liability who want flexibility in their estate planning.
A Spousal Lifetime Access Trust allows one spouse to be a beneficiary of the trust, while the other spouse is the grantor of the trust.
A Spousal Lifetime Access Trust (SLAT) allows a client to make irrevocable transfers of assets.
A sale to an Intentionally Defective Grantor Trust (IDGT) in combination with life insurance allows high-net-worth families to accomplish different wealth transfer goals with flexibility.
Learn how these techniques can help families solve wealth transfer, estate, and philanthropic planning goals.
People are used to getting checkups — portfolio reviews, an annual physical, trip to the dentist, and even regular car maintenance. But what about checking up on their life insurance policy?
Many times, life insurance policies are purchased and largely forgotten.
The Tax Cuts and Jobs Act (TCJA) of 2017 had several provisions that affect individual taxpayers.
Many of these provisions are set to expire at the end of 2025, reverting back to pre-TCJA law.
The 2019 Fingertip Tax Guide reflects tax changes related to individuals, businesses, retirement plan contributions, and more.
Most insurance companies have announced their 2018 whole life insurance dividend rate and payout for the upcoming year.
This years announcement is trending with continued declines in declared dividend rates for most companies. Some companies have made it easy to learn what the dividend rate will be for the upcoming year. Others, prefer to hide the information or just not publish it at all.
There are certain inevitabilities in life. Like it or not, one of them is death. When our own mortality comes into question there are always challenges and questions we must confront.
The goal of every insured with a permanent life insurance policy should be to die with as little money in their policy as possible.