Nov 11, 2024
A Spousal Lifetime Access Trust is an irrevocable trust for high-wealth couples that helps increase tax efficiency in your estate and gives your partner a financial safety net. If you think a SLAT could be the right choice for you, now is the time to act. SLATs can help you take advantage of current tax laws expiring in 2025. Jason and Mac explain how to use SLATs to reduce estate taxes, maintain access to assets, and protect wealth for your heirs. They discuss the importance of early planning and avoiding IRS issues using real-life examples of clients who’ve saved using smart SLAT strategies. Don’t forget to subscribe for more expert insights from the planning team!