The Benefits of A Spousal Lifetime Access Trust (SLAT)

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.

2019 Fingertip Tax Guide

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.

2018 Whole Life Insurance Dividend Rate Annoucements

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.