Spousal Lifetime Asset Trust
Spousal Lifetime Asset Trust A spousal lifetime asset trust, or SLAT, is a type of irrevocable trust that is set up to reduce estate taxes. In this article, we will go over how a spousal lifetime asset trust works, [...]
Life Insurance and COVID-19
Life Insurance and COVID-19 With the effect of COVID-19 still in our communities and on our economy, you may wonder if it has influenced life insurance as well. In this article, we will go over some aspects you [...]
Bull Market-What to Do
Bull Market-What to Do A bull market is a type of condition that the financial market can be in. Generally, this term refers to a time when market prices are on the rise for an extended period. As opposed [...]
2020 Taxes
2020 Taxes With COVID-19 still widespread in most communities, it has had some effects on 2020 taxes. In this article, we will go over some of these changes. This way you can be ready to file your return. Start [...]
Testamentary Trusts
Testamentary Trusts Testamentary trusts are a type of trust that is created through your Will after you pass away. In this article, we will go over what a testamentary trust is and how it works. The Basics Testamentary trusts [...]