individual tax planning

Consider a Spousal Lifetime Access Trust for Estate Planning

The most effective estate planning strategies often involve the use of irrevocable trusts. But what if you’re uncomfortable placing your assets beyond your control? What happens if your financial fortunes take a turn for the worse after you’ve irrevocably transferred a sizable portion of your wealth? If your marriage is

2021-04-12T14:56:23-06:00July 3rd, 2018|
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