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Author: Scott LaValley, CFP®, CVA®, MSFS
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Intro to the Spousal Lifetime Access Trust

A Spousal Lifetime Access Trust, or a SLAT is an estate planning tool available to a married couple that allows a spouse the ability to remove assets from their combined estates by making a sizeable irrevocable gift to a trust today for the benefit of the other spouse, children, and future generations.
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Buy-Sell Agreements – Preventative Medicine for Business Continuity

The impact from the death or removal of a co-owner, be it a shareholder, LLC member, or partner, can be softened in a time otherwise marked by a high degree of stress. A properly drafted and up-to date Buy-Sell Agreement helps plan for and eliminate almost all of the business continuity issues related to the death of a co-owner.
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