What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.
A look at the estate tax advantaged trust, the Intentionally Defective Grantor Trust.
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.