Tag: Spousal Access
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Trusts Part 3: SLATs and Asset Diversification Trusts, A Match Made in Heaven?
The scheduled sunsetting of the $14 million lifetime estate tax exemption presents a dilemma for some planners and clients. The dilemma is that many people with estates that will be taxable (when and if the $14 million exemption sunsets) are not comfortable giving away a large part of their wealth.…