View in browser window

3 Mark Carrier Spotlight

3 Mark Financial, Inc.

January 21, 2023

Why add life insurance to a SLAT (Spousal Lifetime Access Trust)?

Not only can a SLAT help minimize estate taxes - whether that’s a current concern or an anticipated one - it also gives a beneficiary nongrantor spouse the flexibility to receive discretionary lifetime income from the trust.

With life insurance, the trust can provide your client’s beneficiaries with the best of both worlds: access to trust assets, plus a greater legacy enhanced by life insurance cash values and ultimately a death benefit received free of federal estate and income taxes.

MassMutual

Please add 3markmarketing@3mark.com and 3mark@3mark.com to your address book or safe list to ensure our email reaches your inbox.

Copyright © 2020 3 Mark Financial, Inc.
Our address is 1600 Highway 6 Suite 400, Sugar Land, TX 77478, USA
If you do not wish to receive future email, click here .
(You can also send your request to Customer Care at the street address above.)