Blog

Conferences & Meetings

Heckerling Institute on Estate Planning 2021

The Heckerling Institute on Estate Planning has long been recognized as the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities to estate planning professionals. In May 2021, Alyssa virtually attended the 55th Institute.  Alyssa enjoyed learning about proposed and existing legislation as it relates to estate planning from some

By Alyssa Dalbey
July 15, 2021

Financial Matters

Spring Cleaning: Financial Matters

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Alyssa Dalbey
June 16, 2021

Physical Well-being

Spring Cleaning: Physical Well-being

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Nicole Ninteau
June 16, 2021

Intellectual Engagement

Spring Cleaning: Intellectual Engagement

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Alyssa Dalbey
June 16, 2021

Psychological Space

Spring Cleaning: Psychological Space

Spring cleaning is an age-old ritual that has roots in Jewish, Christian, and Persian traditions. In the 1800s, spring brought about warmer weather which meant that the soot and grime from lamp, coal and wood heating used during the winter could be thoroughly cleaned out of the house. Spring cleaning is a ritual that has

By Alyssa Dalbey
June 16, 2021

Estate Planning

Spousal Lifetime Access Trust (SLAT)

What is a Spousal Lifetime Access Trust (SLAT)? Spousal Lifetime Access Trust (SLAT) is an inter vivos1 irrevocable trust. The goal of a SLAT is similar to that of a bypass trust: SLATs are generally used to transfer assets out of the grantor’s estate, up to the estate and gift tax exemption amount, while providing

By Alyssa Dalbey
June 1, 2021