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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.
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.
Universal life insurance is the most flexible and inexpensive way for individuals to secure permanent life insurance coverage with cash accumulation.
Policy owners are able to adjust premiums and death benefits to meet their specific needs.
Life insurance owned by an irrevocable life insurance trust (ILIT) can be the easiest and most efficient way to reduce estate taxes and preserve your wealth.
When properly structured, proceeds from a life insurance policy are completely tax free.