What Does SLAT Mean in Estate Planning?

What Does SLAT Mean in Estate Planning?

Interest in SLATs, or Spousal Lifetime Access Trusts, has picked up as the new administration eyes possible revenue sources from estate and gift taxes. According to a recent article titled “What Advisors Should Know About SLATs” from U.S. News & World Report, even...

What Is the Purpose of an Estate Plan?

What Is the Purpose of an Estate Plan?

While most people know about the importance of writing out one's wishes before they die, many do not know the purpose behind an estate plan. No one wants to think about becoming seriously ill or dying, but scrambling to get an estate plan and healthcare documents done...

How Digital Assets Figure into Estate Planning

How Digital Assets Figure into Estate Planning

Where do your digital assets go when you die? A trust could help you preserve important memories, images, videos, and more. Yahoo Finance’s recent article entitled “Who inherits your selfies when you die?” laments that the internet ruins everything, and a simple death...

Preparing for an Estate Planning Meeting

Preparing for an Estate Planning Meeting

Preparing for an Estate Planning Meeting with your attorney for the first time is an opportunity to get organized and think about your wishes for the future. If you meet with your accountant every year to prepare tax returns, this may be a familiar process. It’s a...