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.

Guidelines for Transferring Business Owned Life Insurance

There are several reasons a business may want to transfer ownership of a business or corporate-owned life insurance policy.

Before changing the ownership it is important to know the policy’s fair market value, understand any tax issues that may exist upon transferring ownership, and the best way to distribute the policy.

Restricted Property Trust – A Tax Deductible Plan for Business Owners

A Restricted Property Trust is used by successful business owners to reduce income taxes and grow assets.

The ability to make Before Tax Contributions, Defer Taxes on Growth, and Access Tax Advantaged Distributions makes the Restricted Property Trust an attractive alternative to other employer-sponsored plans.