Tag: SLAT

We Want to Draft Your Legacy

Will Estate Tax Exemption Change In 2022?

May 31, 2022
Which tax-free transactions will trigger an estate tax, if the taxpayer dies after the higher exemption amount sunsets?
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How Do I Protect My Children in a Second Marriage?

March 30, 2022
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
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Before They’re Gone — Estate Planning Strategies

November 15, 2021
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
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What Is a SLAT in Estate Planning?

March 16, 2021
If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access trust, commonly known as a SLAT.
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Wealthy Women Face Challenges in Estate Planning

February 3, 2021
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
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Florida Estate Planning Actions to Consider before 2020 Ends

November 6, 2020
If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
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Pre-Election Estate Planning Includes a Vast Variety of Trusts

September 29, 2020
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
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Take Advantage of Estate Tax Laws Now

August 21, 2020
If you like the way the laws are today, you need to take advantage of them now, before they are changed tomorrow. In other words, use it or lose it.
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