Archived Insights

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Leveraging a Spousal Lifetime Access Trust
February 2022
Understanding the key features of SLATs can help you to determine whether taking advantage of this technique could reduce your potential estate tax burden in the future and ultimately pass more wealth to your heirs.

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When a spouse passes away
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Tips for Managing Real Estate Capital Gains
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Legal protection for unmarried couples
May 2021
If you are in a relationship and not married, it is important to be aware of the financial and legal protections marriage provides and actions you may consider taking.