SLAT Archives - Garza Law

An attorney in a blue suit meets with a married couple seated at a small table in a professional office setting. The attorney gestures while explaining estate planning options as the couple listens attentively, discussing trusts, wealth preservation, and long-term legacy planning.

14 Jul The Spousal Lifetime Access Trust: How Wealthy Couples Move Assets Out of Their Estate Without Losing Access

Posted at 03:20h in Business Planning, Estate Planning, Trusts

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,...

A professional business meeting scene where Len stands at a whiteboard, pointing to a diagram as he explains a concept. Two colleagues—a woman and a man—sit at a conference table, attentively listening and looking toward the board. The setting is a clean, modern office, suggesting a strategic discussion or planning session.

13 Apr When Both Spouses Want Protection: The Reciprocal Trust Trap

Posted at 11:43h in Estate Planning, Financial Protection

Got a story for you: Husband and wife are reading their favorite financial websites looking for estate planning information about trusts. They come across a special type of trust termed...

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14 Jul The Spousal Lifetime Access Trust: How Wealthy Couples Move Assets Out of Their Estate Without Losing Access

13 Apr When Both Spouses Want Protection: The Reciprocal Trust Trap

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