Tax Solutions for Clients
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.
Find estate planning consumer and producer materials in this month’s Playbook Pointers.