The accumulation SLAT: Flexibility for changing times

An accumulation spousal limited access trust offers Gen Xers the tax advantages of an irrevocable trust along with the added benefit of more options. An irrevocable life insurance trust (ILIT) is a common estate planning technique created to own life insurance outside an estate in an irrevocable trust. However, with the ever changing nature of … Continue reading

A Planning Window Without The Pane: Tax Reform Act of 2010

Everyone in the industry knows that until the end of the day on December 31, 2012, a donor can give away that amount without fear of federal transfer taxes. Comparing the current planning environment to a game is not far-fetched when you consider that this is the seventh time in the last 11 years that … Continue reading