August 14, 2017
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust

What is a Spousal Lifetime Access Trust (SLAT)? A SLAT is an Irrevocable Trust that: Provides specific support for a spouse for life Is excluded from the taxable estates of both spouses If everything goes as planned, ultimately passes more than the exclusion amount to the children or other designated […]
March 27, 2017

Last Will and Testament – Advantages

POUR OVER WILL A Last Will and Testament (“Will“) is one of the basic legal emergency documents needed by everyone eighteen years of age or over. It is an essential part of any estate plan. ¬†Having a Will is part of being an adult. ¬†It is often the source of […]