With continuing uncertainty regarding the federal estate tax laws, the Spousal Lifetime Access Trust (SLAT) is a popular option that helps high net-worth individuals maintain flexibility while maximizing their financial...more
9/6/2024
/ Beneficiaries ,
Distribution Rules ,
Estate Planning ,
Estate Tax ,
Grantors ,
Internal Revenue Code (IRC) ,
Irrevocable Trusts ,
SLAT ,
Spouses ,
Tax Cuts and Jobs Act ,
Tax Exemptions ,
Trustees
Probate, the legal process of administering a deceased person’s estate, can be complex and challenging. During this process, a court determines whether a Will is authentic and valid and then distributes the estate to heirs or...more
This is the time of year when folks are trying to find the perfect gifts for their loved ones and are also thinking about their New Year’s Resolutions. Wouldn’t it be great if these could be combined into one? An old Saturday...more