October 3, 2023
Kathy Davis, manager in the Tax Advisory Services Department, in front of Anglin office.
By: Kathy Davis, CPA, Tax Advisory Services Manager, Anglin Reichmann Armstrong, P.C. Kathy Davis, CPA, originally wrote this article as a Voices column for Financial Planning magazine in September 2023. The Spousal Lifetime Access Trust (SLAT) has been an estate planning tool for many years, but it has gained popularity due to the pending sunset...
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