Protect Clients Today from Taxes Their Estate Will Face Tomorrow
With the SECURE ACT eliminating the Stretch IRA strategy for most non-spousal beneficiaries, it’s more important than ever to help clients with a tax-efficient wealth-transfer plan. The March Trimester focus continues with Spousal Lifetime Access Trust (SLAT) and Survivorship Standby Trust (SST) concepts. The Playbook Pointers have detailed materials around each.