Spousal Lifetime Access Trusts (SLATs) - Episode 75
SK Wealth's Solutions & Knowledge podcast
Release Date: 11/11/2024
Our 100th Episode
SK Wealth's Solutions & Knowledge podcast
Welcome to our 100th episode! We're celebrating by introducing you to the SK Wealth team. Hear what makes each team member proud to do this work, their unexpected hobbies, and what drives their passion for helping clients. Get to know the people behind the plans. Don't forget to subscribe for more from the SK team!
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info_outlineA 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!