Tax Solutions for Clients

It’s time to protect clients from taxes their estates will face in the future
Changing tax laws and threatening tax increases make it imperative that you get your estate planning arsenal in order now.
Visit the Trimester Site

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We’ve got many estate planning solutions to consider, but two to focus on at this time are: Spousal Lifetime Access Trust (SLAT) and Survivorship Standby Trust (SST). These estate planning solutions use life insurance for:
• death benefit protection
• tax advantages
• access to income, if they need it
• estate protection and liquidity
Don’t put it off till tomorrow … it may be too late.