Top 10 Year-End Practice-Building & Marketing Ideas of 2019

By Kristina Schneider, Practice-Building & Marketing Specialist As we head into the final 2 months of 2019, you may be wondering where all the time went and what can you do in these final two months to really help your practice end the year with a BANG! I’ve put together what I consider to be the Top 10 Year-End Practice-Building and Marketing Ideas for 2019 so that you can end this year on a productive, positive note and head into 2020 with some momentum! IDEA #1: Clean up your database. Now is a great time to take a look at…

The Spousal Lifetime Access Trust

By Steven J. Oshins, Esq., AEP (Distinguished) Imagine that there is a type of trust that you can set up where you can transfer assets and not only protect them from creditors and estate tax, but also have access to them through your spouse.  No, this is not a hypothetical world where there are rainbows and unicorns!  This world really does exist! This trust is often called a Spousal Lifetime Access Trust, or “SLAT” for short.  Most people are aware of the completed gift version where estate tax avoidance is the primary motivating factor.  However, there are really two different…