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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Dec 10, 2015

For married couples seeking tax savings and lifetime access to cash, a spousal lifetime access trust (SLAT) has become increasingly popular in estate planning in recent years.

The SLAT—the spousal lifetime access trust-- is creating positive buzz because it combines the estate tax savings of an ILIT used for life insurance, but with lifetime access to tax-advantaged cash value inside a quality life insurance policy.

Rather than tying up money irrevocably, the SLAT offers the spouse lifetime income on a tax free basis, while providing exceptional estate planning and asset protection benefits.

Steve and Doc break it down in Segment 2. In the Q & A segment, estate planning attorney Richard Dwornik joins the A-Team to continue the analysis of the SLAT.