Spousal Lifetime Access Trusts (SLATs): For clients significantly over the cliff, a taxable gift may be made to a trust for the benefit of a spouse. In 2025, for clients who are looking to lock ...

There are four levels of coverage, with lifetime maximum benefits of between $50,000 and $250,000. New York Life doesn't make sample ... access the other's benefits if they hit their limit. If one ...

Throughout 2021, Congress and the Executive Branch proposed tax code changes that – had they ultimately passed – would have significantly changed various estate planning techniques. Some ...

But if you have assets you'd like to leave to your kids, spouse ... Quicken WillMaker & Trust is America's #1 estate planning software. Get immediate access to easy-to-use software and create ...

More than expected Policies offered Term policies last a set number of years, while permanent policies typically last a lifetime ... if you’re buying for a spouse. Over three years, Gerber ...

Spousal benefits can boost your checks substantially, with the average payment landing at around $931 per month, as of January 2025. If you're married or divorced, there are a few things you need ...

A spouse can often claim Social Security benefits that provide a portion of their partner's benefit. Divorced spouses and those whose partners have died can also qualify for this provision.

Here are four things married couples need to know about spousal Social Security benefits in 2025. Social Security retirement benefits are available to retired workers and spouses, even when the ...