Spousal Lifetime Access Trusts: How Couples Can Balance Estate Tax Planning and Lifetime Access
A married couple can transfer wealth during life and still preserve a degree of financial flexibility for the family. That combination is one reason Spousal Lifetime Access Trusts, commonly called SLATs, remain an important estate-planning strategy. For 2026, the federal estate-tax basic exclusion amount is $15 million per person. That means many families will not […]
