This February, you can help your married clients show their love with a unique type of trust called a spousal lifetime access trust (SLAT). Read more to learn how that can “lock in” a high federal estate tax exemption, adapt to future needs, and preserve wealth for younger beneficiaries.

Around Valentine’s Day, many couples are looking for ways to display their affection. Read more to understand the nuances of qualified terminable interest property (QTIP) trusts and ways to customize them to help clients show love to their spouse with a gift that lasts a lifetime—and in many cases, even longer.

Power Play: How a General Power of Appointment Trust Can Strengthen Your Clients’ Legacies

A proper estate plan can help ensure that the surviving spouse is taken care of, that the deceased spouse’s wishes are honored after they pass away, and, if necessary, that the marital deduction is utilized to address any estate tax concerns the couple may have. Read more to learn about one solution for married couples that places assets for the surviving spouse in a general power of appointment (GPOA) trust.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship.