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A Spousal Lifetime Access Trust (SLAT) can help married couples reduce estate taxes while preserving indirect access to transferred assets. Learn how SLATs work, their tax advantages, creditor protection benefits, common risks, and whether this advanced estate planning strategy is right for your family.
Every business partnership eventually ends. Learn how a properly drafted buy-sell agreement protects owners, families, employees, and business value.
New York doesn’t recognize estate tax portability. Learn how married couples can lose over $1 million in unnecessary estate taxes without proper planning.
Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.
