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.

The Flexibility and Benefits of Universal Life Insurance

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.