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Tag Archives: estate planning

Florida Law Makes Spousal Lifetime Access Trusts More Attractive Estate Planning Option by Rachel Kenney Rego, CPA


Posted on October 25, 2023 by Rachel Kenney Rego

In 2022, lawmakers amended Florida Statute Section 736.0505(3), giving new life to Spousal Limited Access Trusts (SLATs) and the unique estate planning benefits they provide to families within the state. SLATs enable one spouse to create and fund irrevocable trusts during their lifetime for the benefit of a surviving spouse and future generations. The grantor […]

Podcast – BPB Knows Estate Planning


Posted on May 19, 2022 by Jeffrey Mutnik

In this episode Director of Tax Services Jeff Mutnik explains when someone needs an estate plan and the potential tax and legacy value in creating a plan, including avoiding probate and trusts you can control before and after death.