Estate Planning

SLATs in Estate Planning: An Innovative Strategy Explained

slats in estate planning

Joel Lim

Mar 27, 2024

Estate planning is one of the best things you can do for your family members to remove any unnecessary stress during their grieving period. However, the process can be complicated and costly. You’ve also probably encountered the term SLATs in estate planning and wonder what it means. 

STATs is an innovative estate planning strategy known as a spousal lifetime access trust (SLAT). This irrevocable trust is one of the biggest gifts you can give your spouse after your passing.    

In this guide, we’ll explore this estate planning strategy, how it works, and some pros and cons you need to know. 


Key Takeaways 

  • SLAT is an innovative estate planning strategy that gives your spouse lifetime access to a trust.

  • SLAT is used to reduce income taxes and take advantage of the state's lifetime gift tax exemption, which is currently $13.61 million.

  • Some disadvantages of using a SLAT include a limit on distributions, its subjectivity to upcoming changes to tax regulations, and its irreversibility. 


What Is a SLAT in Estate Planning?

what is a slat in estate planning

In detailing what a SLAT is, Christopher Small from CMS Law Firm explains:

“SLATs are a type of irrevocable trust… This means once you create it, sign it, execute it, you cannot change it. You cannot change the downward distributions. There are some things you can draft into the trust to be able to swap property for example, but generally, an irrevocable trust is a trust you cannot change once it is created.”

This is both a pro and a con. As a pro, this gives you and your spouse peace of mind that they’ll be cared for after your death. However, things could get a little tricky in the instance of a divorce.

A SLAT reduces income taxes and takes advantage of the state’s lifetime gift tax exemption, which is currently $13.61 million. Other irrevocable trusts don’t distribute to beneficiaries until after the donor spouse passes away. Using a SLAT still gives the donor spouse some access to these funds in the trust should their financial situation change. 

Basically, using a SLAT allows you to move your assets out of your trust for tax exemption purposes and into your spouse's trust while still having some access to those funds. Doing this lets the assets grow in value while avoiding being exempt from estate tax, which is why this estate planning strategy is becoming more popular. 

Estate planning comes with a lot of paperwork, important emails, and information that can become hard to keep track of. Stay organized using a family-operating system like Trustworthy to keep your documents in one secure location. Trustworthy’s access features allow you to permit access to these folders, which is helpful when consulting with a good estate planning attorney. 


How Does a Spousal Lifetime Access Trust Work?

To begin with, the donor spouse will need to gift assets like money or property to the SLAT, which is the non-donor spouse’s trust. It’s important to note the donor spouse is the sole owner of the assets. If you and your spouse live in community property, you must convert it into a separate property. We recommend consulting an estate planning attorney to assist with this.

To take advantage of gift tax exemptions and avoid estate tax, the donor spouse must report these moved assets as a gift by filing a gift tax return. The first $13.61 million in gifts is tax-free. In 2024, married couples can leave an estate worth up to $27.22 without being subject to any estate tax. During this period, the non-donor spouse can receive distributions in the form of a monthly income. So, while you, the donor spouse, can’t directly access the funds in the SLAT, your spouse can, which you will ultimately benefit from. 

Children and grandchildren can also become future beneficiaries of the trust. The non-donor spouse becomes the trustee and makes decisions about distributions. Use Trustworthy to keep track of all important documents, contact information, and decisions made regarding the trust. 


Pros & Cons of a Spousal Lifetime Access Trust Work

pros & cons of a spousal lifetime access trust work

Before you decide whether a SLAT strategy will work for you, it’s a good idea to weigh up the pros and cons first. 

No Estate Tax (Pro)

One of the biggest reasons many people use a SLAT in estate planning is to avoid costly estate tax. Because this type of trust sees the donor gifting their assets to their spouse, no federal estate tax is charged on these assets unless the amount is higher than the threshold. This is especially beneficial for high-net-worth couples. For couples or families with a net worth under $100 million, directly gifting family members via dynasty trusts is a better option. 

Free From Income Tax (Pro) 

Using a SLAT, any future growth of the assets are free of income tax if the donor spouse pays annual income tax on taxable trust income. The estate value is reduced because the trust’s taxable income is taxed to the donor spouse, and a separate tax return for the SLAT does not need to be filed. 

Access to Funds (Pro)

Unlike other trust funds, which only allow access to the asset once the donor spouse passes away, the SLAT allows some access to the funds. This is a great way to ensure your spouse and other intended beneficiaries receive a regular stream of income. This provides great financial stability. 

Irrevocable Trust (Con) 

It’s important to know that a SLAT is an irrevocable trust, and once the assets are gifted, they cannot be taken back. Divorce makes things tricky, but estate attorneys can include terms in the SLAT that terminate a non-donor spouse’s access to the assets. However, this also means the donor spouse can no longer access these funds via the non-donor spouse.  

Limits on Distributions (Con)

Distributions of money from the trust can only be used within a reasonable limit. This means they should be used to reasonably cover costs related to education, health and maintenance. 

SLAT May Be Subject to Tax Law Changes (Con) 

SLATs may actually be a limited-time option with the upcoming changes in the 2024 tax regulations. Another thing to keep an eye out for is the 2017 Tax Cuts and Jobs Act (TCJA), which is due to expire in December 2025. If this legislation is not renewed, a drop in lifetime estate tax exemption due to inflation could result, which puts some estates at risk for estate tax. 


How to Find a Good Estate Planning Attorney

how to find a good estate planning attorney

Planning a SLAT on your own can be stressful and prone to mistakes, which can end up costing you money. Consulting with a good estate planning attorney is recommended. Here are some ways to find a good one.

Identify Your Specific Needs

You must first consider your specific needs before choosing an estate planning attorney. Consider what aspects of estate planning you need help with. Are you looking to avoid estate taxes or income tax generated on the estate? Identifying what you need help with can make the decision process a lot easier. 

Make a list of your specific needs on Trustworthy for safekeeping, or give your attorney access to it to decide if they can assist you.   

Ask for Referrals

Ask your friends, family, and colleagues for any recommendations for a good estate planning attorney. This way, you are guaranteed to find someone who comes with a good reputation. 

Request Free Consultations

Many estate planning attorneys offer free consultations. During this time, you can determine whether to use their services, ask questions, and learn more about what to expect from the entire process. 

During this free consultation, you should ask the attorney the following questions:

  • Is estate planning your primary focus? 

  • What is your estate tax experience? 

  • How long have you been practicing estate planning? 

  • What do you include in your fees? 

  • What should I expect at our first meeting? 

  • Are there additional costs I should be aware of? 

Use Trustworthy to store all your questions and answers during this consultation. 

Choose Specialized Estate Planning Attorneys

Don’t just choose any type of attorney. Select an attorney who specializes in estate planning law. They can prepare you for what will happen and know how to make the best SLAT for your and your spouse's needs. 


SLAT Considerations

slat considerations

Choosing to create a SLAT is irreversible, so you need to be 100% sure about creating one. There are a few things you must consider. 

Consider Your Asset Selection 

Consider what assets you wish to share with the SLAT because you cannot take them back once you have gifted them. It’s a good idea to gift assets that appreciate in value because they will not be subject to estate tax. 

Limits on Distributions 

Distributions from the trust should be within a reasonable limit, and access to these funds is limited. A SLAT is not intended to fund a lavish lifestyle. 

Risk of Trust Cloning 

Two spouses can create an SLAT for each other. However, it can become problematic if the IRS deems the two trusts identical (cloned). Should this happen, the IRS can undo the trust, and the assets lose their tax exemptions. This is why consulting with a good estate planning attorney is highly recommended. 


Frequently Asked Questions (FAQs)

What happens to a slat when the beneficiary dies?

When the beneficiary spouse dies, the assets are distributed according to the trust, often the children or grandchildren. 

What assets should you put in a slat?

You can put a variety of assets in a SLAT, like life insurance policies or money. 

How much can I put in a slat?

To avoid estate taxes, you can gift a SLAT a maximum of $13.61 million. 

What is the difference between bypass trust and slat?

The difference between a bypass trust and SLAT is that a bypass is only funded once either of the spouses dies.

Estate Planning

SLATs in Estate Planning: An Innovative Strategy Explained

slats in estate planning

Joel Lim

Mar 27, 2024

Estate planning is one of the best things you can do for your family members to remove any unnecessary stress during their grieving period. However, the process can be complicated and costly. You’ve also probably encountered the term SLATs in estate planning and wonder what it means. 

STATs is an innovative estate planning strategy known as a spousal lifetime access trust (SLAT). This irrevocable trust is one of the biggest gifts you can give your spouse after your passing.    

In this guide, we’ll explore this estate planning strategy, how it works, and some pros and cons you need to know. 


Key Takeaways 

  • SLAT is an innovative estate planning strategy that gives your spouse lifetime access to a trust.

  • SLAT is used to reduce income taxes and take advantage of the state's lifetime gift tax exemption, which is currently $13.61 million.

  • Some disadvantages of using a SLAT include a limit on distributions, its subjectivity to upcoming changes to tax regulations, and its irreversibility. 


What Is a SLAT in Estate Planning?

what is a slat in estate planning

In detailing what a SLAT is, Christopher Small from CMS Law Firm explains:

“SLATs are a type of irrevocable trust… This means once you create it, sign it, execute it, you cannot change it. You cannot change the downward distributions. There are some things you can draft into the trust to be able to swap property for example, but generally, an irrevocable trust is a trust you cannot change once it is created.”

This is both a pro and a con. As a pro, this gives you and your spouse peace of mind that they’ll be cared for after your death. However, things could get a little tricky in the instance of a divorce.

A SLAT reduces income taxes and takes advantage of the state’s lifetime gift tax exemption, which is currently $13.61 million. Other irrevocable trusts don’t distribute to beneficiaries until after the donor spouse passes away. Using a SLAT still gives the donor spouse some access to these funds in the trust should their financial situation change. 

Basically, using a SLAT allows you to move your assets out of your trust for tax exemption purposes and into your spouse's trust while still having some access to those funds. Doing this lets the assets grow in value while avoiding being exempt from estate tax, which is why this estate planning strategy is becoming more popular. 

Estate planning comes with a lot of paperwork, important emails, and information that can become hard to keep track of. Stay organized using a family-operating system like Trustworthy to keep your documents in one secure location. Trustworthy’s access features allow you to permit access to these folders, which is helpful when consulting with a good estate planning attorney. 


How Does a Spousal Lifetime Access Trust Work?

To begin with, the donor spouse will need to gift assets like money or property to the SLAT, which is the non-donor spouse’s trust. It’s important to note the donor spouse is the sole owner of the assets. If you and your spouse live in community property, you must convert it into a separate property. We recommend consulting an estate planning attorney to assist with this.

To take advantage of gift tax exemptions and avoid estate tax, the donor spouse must report these moved assets as a gift by filing a gift tax return. The first $13.61 million in gifts is tax-free. In 2024, married couples can leave an estate worth up to $27.22 without being subject to any estate tax. During this period, the non-donor spouse can receive distributions in the form of a monthly income. So, while you, the donor spouse, can’t directly access the funds in the SLAT, your spouse can, which you will ultimately benefit from. 

Children and grandchildren can also become future beneficiaries of the trust. The non-donor spouse becomes the trustee and makes decisions about distributions. Use Trustworthy to keep track of all important documents, contact information, and decisions made regarding the trust. 


Pros & Cons of a Spousal Lifetime Access Trust Work

pros & cons of a spousal lifetime access trust work

Before you decide whether a SLAT strategy will work for you, it’s a good idea to weigh up the pros and cons first. 

No Estate Tax (Pro)

One of the biggest reasons many people use a SLAT in estate planning is to avoid costly estate tax. Because this type of trust sees the donor gifting their assets to their spouse, no federal estate tax is charged on these assets unless the amount is higher than the threshold. This is especially beneficial for high-net-worth couples. For couples or families with a net worth under $100 million, directly gifting family members via dynasty trusts is a better option. 

Free From Income Tax (Pro) 

Using a SLAT, any future growth of the assets are free of income tax if the donor spouse pays annual income tax on taxable trust income. The estate value is reduced because the trust’s taxable income is taxed to the donor spouse, and a separate tax return for the SLAT does not need to be filed. 

Access to Funds (Pro)

Unlike other trust funds, which only allow access to the asset once the donor spouse passes away, the SLAT allows some access to the funds. This is a great way to ensure your spouse and other intended beneficiaries receive a regular stream of income. This provides great financial stability. 

Irrevocable Trust (Con) 

It’s important to know that a SLAT is an irrevocable trust, and once the assets are gifted, they cannot be taken back. Divorce makes things tricky, but estate attorneys can include terms in the SLAT that terminate a non-donor spouse’s access to the assets. However, this also means the donor spouse can no longer access these funds via the non-donor spouse.  

Limits on Distributions (Con)

Distributions of money from the trust can only be used within a reasonable limit. This means they should be used to reasonably cover costs related to education, health and maintenance. 

SLAT May Be Subject to Tax Law Changes (Con) 

SLATs may actually be a limited-time option with the upcoming changes in the 2024 tax regulations. Another thing to keep an eye out for is the 2017 Tax Cuts and Jobs Act (TCJA), which is due to expire in December 2025. If this legislation is not renewed, a drop in lifetime estate tax exemption due to inflation could result, which puts some estates at risk for estate tax. 


How to Find a Good Estate Planning Attorney

how to find a good estate planning attorney

Planning a SLAT on your own can be stressful and prone to mistakes, which can end up costing you money. Consulting with a good estate planning attorney is recommended. Here are some ways to find a good one.

Identify Your Specific Needs

You must first consider your specific needs before choosing an estate planning attorney. Consider what aspects of estate planning you need help with. Are you looking to avoid estate taxes or income tax generated on the estate? Identifying what you need help with can make the decision process a lot easier. 

Make a list of your specific needs on Trustworthy for safekeeping, or give your attorney access to it to decide if they can assist you.   

Ask for Referrals

Ask your friends, family, and colleagues for any recommendations for a good estate planning attorney. This way, you are guaranteed to find someone who comes with a good reputation. 

Request Free Consultations

Many estate planning attorneys offer free consultations. During this time, you can determine whether to use their services, ask questions, and learn more about what to expect from the entire process. 

During this free consultation, you should ask the attorney the following questions:

  • Is estate planning your primary focus? 

  • What is your estate tax experience? 

  • How long have you been practicing estate planning? 

  • What do you include in your fees? 

  • What should I expect at our first meeting? 

  • Are there additional costs I should be aware of? 

Use Trustworthy to store all your questions and answers during this consultation. 

Choose Specialized Estate Planning Attorneys

Don’t just choose any type of attorney. Select an attorney who specializes in estate planning law. They can prepare you for what will happen and know how to make the best SLAT for your and your spouse's needs. 


SLAT Considerations

slat considerations

Choosing to create a SLAT is irreversible, so you need to be 100% sure about creating one. There are a few things you must consider. 

Consider Your Asset Selection 

Consider what assets you wish to share with the SLAT because you cannot take them back once you have gifted them. It’s a good idea to gift assets that appreciate in value because they will not be subject to estate tax. 

Limits on Distributions 

Distributions from the trust should be within a reasonable limit, and access to these funds is limited. A SLAT is not intended to fund a lavish lifestyle. 

Risk of Trust Cloning 

Two spouses can create an SLAT for each other. However, it can become problematic if the IRS deems the two trusts identical (cloned). Should this happen, the IRS can undo the trust, and the assets lose their tax exemptions. This is why consulting with a good estate planning attorney is highly recommended. 


Frequently Asked Questions (FAQs)

What happens to a slat when the beneficiary dies?

When the beneficiary spouse dies, the assets are distributed according to the trust, often the children or grandchildren. 

What assets should you put in a slat?

You can put a variety of assets in a SLAT, like life insurance policies or money. 

How much can I put in a slat?

To avoid estate taxes, you can gift a SLAT a maximum of $13.61 million. 

What is the difference between bypass trust and slat?

The difference between a bypass trust and SLAT is that a bypass is only funded once either of the spouses dies.

Estate Planning

SLATs in Estate Planning: An Innovative Strategy Explained

slats in estate planning

Joel Lim

Mar 27, 2024

Estate planning is one of the best things you can do for your family members to remove any unnecessary stress during their grieving period. However, the process can be complicated and costly. You’ve also probably encountered the term SLATs in estate planning and wonder what it means. 

STATs is an innovative estate planning strategy known as a spousal lifetime access trust (SLAT). This irrevocable trust is one of the biggest gifts you can give your spouse after your passing.    

In this guide, we’ll explore this estate planning strategy, how it works, and some pros and cons you need to know. 


Key Takeaways 

  • SLAT is an innovative estate planning strategy that gives your spouse lifetime access to a trust.

  • SLAT is used to reduce income taxes and take advantage of the state's lifetime gift tax exemption, which is currently $13.61 million.

  • Some disadvantages of using a SLAT include a limit on distributions, its subjectivity to upcoming changes to tax regulations, and its irreversibility. 


What Is a SLAT in Estate Planning?

what is a slat in estate planning

In detailing what a SLAT is, Christopher Small from CMS Law Firm explains:

“SLATs are a type of irrevocable trust… This means once you create it, sign it, execute it, you cannot change it. You cannot change the downward distributions. There are some things you can draft into the trust to be able to swap property for example, but generally, an irrevocable trust is a trust you cannot change once it is created.”

This is both a pro and a con. As a pro, this gives you and your spouse peace of mind that they’ll be cared for after your death. However, things could get a little tricky in the instance of a divorce.

A SLAT reduces income taxes and takes advantage of the state’s lifetime gift tax exemption, which is currently $13.61 million. Other irrevocable trusts don’t distribute to beneficiaries until after the donor spouse passes away. Using a SLAT still gives the donor spouse some access to these funds in the trust should their financial situation change. 

Basically, using a SLAT allows you to move your assets out of your trust for tax exemption purposes and into your spouse's trust while still having some access to those funds. Doing this lets the assets grow in value while avoiding being exempt from estate tax, which is why this estate planning strategy is becoming more popular. 

Estate planning comes with a lot of paperwork, important emails, and information that can become hard to keep track of. Stay organized using a family-operating system like Trustworthy to keep your documents in one secure location. Trustworthy’s access features allow you to permit access to these folders, which is helpful when consulting with a good estate planning attorney. 


How Does a Spousal Lifetime Access Trust Work?

To begin with, the donor spouse will need to gift assets like money or property to the SLAT, which is the non-donor spouse’s trust. It’s important to note the donor spouse is the sole owner of the assets. If you and your spouse live in community property, you must convert it into a separate property. We recommend consulting an estate planning attorney to assist with this.

To take advantage of gift tax exemptions and avoid estate tax, the donor spouse must report these moved assets as a gift by filing a gift tax return. The first $13.61 million in gifts is tax-free. In 2024, married couples can leave an estate worth up to $27.22 without being subject to any estate tax. During this period, the non-donor spouse can receive distributions in the form of a monthly income. So, while you, the donor spouse, can’t directly access the funds in the SLAT, your spouse can, which you will ultimately benefit from. 

Children and grandchildren can also become future beneficiaries of the trust. The non-donor spouse becomes the trustee and makes decisions about distributions. Use Trustworthy to keep track of all important documents, contact information, and decisions made regarding the trust. 


Pros & Cons of a Spousal Lifetime Access Trust Work

pros & cons of a spousal lifetime access trust work

Before you decide whether a SLAT strategy will work for you, it’s a good idea to weigh up the pros and cons first. 

No Estate Tax (Pro)

One of the biggest reasons many people use a SLAT in estate planning is to avoid costly estate tax. Because this type of trust sees the donor gifting their assets to their spouse, no federal estate tax is charged on these assets unless the amount is higher than the threshold. This is especially beneficial for high-net-worth couples. For couples or families with a net worth under $100 million, directly gifting family members via dynasty trusts is a better option. 

Free From Income Tax (Pro) 

Using a SLAT, any future growth of the assets are free of income tax if the donor spouse pays annual income tax on taxable trust income. The estate value is reduced because the trust’s taxable income is taxed to the donor spouse, and a separate tax return for the SLAT does not need to be filed. 

Access to Funds (Pro)

Unlike other trust funds, which only allow access to the asset once the donor spouse passes away, the SLAT allows some access to the funds. This is a great way to ensure your spouse and other intended beneficiaries receive a regular stream of income. This provides great financial stability. 

Irrevocable Trust (Con) 

It’s important to know that a SLAT is an irrevocable trust, and once the assets are gifted, they cannot be taken back. Divorce makes things tricky, but estate attorneys can include terms in the SLAT that terminate a non-donor spouse’s access to the assets. However, this also means the donor spouse can no longer access these funds via the non-donor spouse.  

Limits on Distributions (Con)

Distributions of money from the trust can only be used within a reasonable limit. This means they should be used to reasonably cover costs related to education, health and maintenance. 

SLAT May Be Subject to Tax Law Changes (Con) 

SLATs may actually be a limited-time option with the upcoming changes in the 2024 tax regulations. Another thing to keep an eye out for is the 2017 Tax Cuts and Jobs Act (TCJA), which is due to expire in December 2025. If this legislation is not renewed, a drop in lifetime estate tax exemption due to inflation could result, which puts some estates at risk for estate tax. 


How to Find a Good Estate Planning Attorney

how to find a good estate planning attorney

Planning a SLAT on your own can be stressful and prone to mistakes, which can end up costing you money. Consulting with a good estate planning attorney is recommended. Here are some ways to find a good one.

Identify Your Specific Needs

You must first consider your specific needs before choosing an estate planning attorney. Consider what aspects of estate planning you need help with. Are you looking to avoid estate taxes or income tax generated on the estate? Identifying what you need help with can make the decision process a lot easier. 

Make a list of your specific needs on Trustworthy for safekeeping, or give your attorney access to it to decide if they can assist you.   

Ask for Referrals

Ask your friends, family, and colleagues for any recommendations for a good estate planning attorney. This way, you are guaranteed to find someone who comes with a good reputation. 

Request Free Consultations

Many estate planning attorneys offer free consultations. During this time, you can determine whether to use their services, ask questions, and learn more about what to expect from the entire process. 

During this free consultation, you should ask the attorney the following questions:

  • Is estate planning your primary focus? 

  • What is your estate tax experience? 

  • How long have you been practicing estate planning? 

  • What do you include in your fees? 

  • What should I expect at our first meeting? 

  • Are there additional costs I should be aware of? 

Use Trustworthy to store all your questions and answers during this consultation. 

Choose Specialized Estate Planning Attorneys

Don’t just choose any type of attorney. Select an attorney who specializes in estate planning law. They can prepare you for what will happen and know how to make the best SLAT for your and your spouse's needs. 


SLAT Considerations

slat considerations

Choosing to create a SLAT is irreversible, so you need to be 100% sure about creating one. There are a few things you must consider. 

Consider Your Asset Selection 

Consider what assets you wish to share with the SLAT because you cannot take them back once you have gifted them. It’s a good idea to gift assets that appreciate in value because they will not be subject to estate tax. 

Limits on Distributions 

Distributions from the trust should be within a reasonable limit, and access to these funds is limited. A SLAT is not intended to fund a lavish lifestyle. 

Risk of Trust Cloning 

Two spouses can create an SLAT for each other. However, it can become problematic if the IRS deems the two trusts identical (cloned). Should this happen, the IRS can undo the trust, and the assets lose their tax exemptions. This is why consulting with a good estate planning attorney is highly recommended. 


Frequently Asked Questions (FAQs)

What happens to a slat when the beneficiary dies?

When the beneficiary spouse dies, the assets are distributed according to the trust, often the children or grandchildren. 

What assets should you put in a slat?

You can put a variety of assets in a SLAT, like life insurance policies or money. 

How much can I put in a slat?

To avoid estate taxes, you can gift a SLAT a maximum of $13.61 million. 

What is the difference between bypass trust and slat?

The difference between a bypass trust and SLAT is that a bypass is only funded once either of the spouses dies.

Try Trustworthy today.

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Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

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Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?

original death certificate vs. certified copy
original death certificate vs. certified copy
original death certificate vs. certified copy

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Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter

handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy
handle negative aspects of the deceased's life in a eulogy

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How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?

more then one eulogy at a funeral
more then one eulogy at a funeral
more then one eulogy at a funeral

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parent retirement pension
parent retirement pension
parent retirement pension

Nov 24, 2023

My Dad Died, Can I Get His Retirement Pension?

death certificate copies
death certificate copies
death certificate copies

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How Many Copies of a Death Certificate Should You Get?

can a eulogy be funny
can a eulogy be funny
can a eulogy be funny

Nov 24, 2023

Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples

receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

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tax refund of a deceased person
tax refund of a deceased person
tax refund of a deceased person

Nov 17, 2023

Who Gets The Tax Refund of A Deceased Person? An Accountant Answers

how to start a eulogy
how to start a eulogy
how to start a eulogy

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How To Start a Eulogy: 15 Heartfelt Examples

son talking to elder parents seriously
son talking to elder parents seriously
son talking to elder parents seriously

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How To Discuss End-of-Life Care With Parents (Simple Guide)

how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

Nov 14, 2023

How To Cancel a Deceased Person's Subscriptions the EASY Way

what should you not put in a eulogy
what should you not put in a eulogy
what should you not put in a eulogy

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how are estates distributed if there's no will
how are estates distributed if there's no will
how are estates distributed if there's no will

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How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate

microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

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Does Microsoft Word Have an Obituary Template?

how to post an obituary on facebook
how to post an obituary on facebook
how to post an obituary on facebook

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How To Post an Obituary on Facebook: A Step-by-Step Guide

death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

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Why Do You Need A Death Certificate For Estate & Probate Process?

correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

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How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?

steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

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12 Steps For Writing a Eulogy For Mom

steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

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12 Steps for Writing a Eulogy for Dad

who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

Nov 1, 2023

Who Does The Obituary When Someone Dies?

Nov 1, 2023

How Late Is Too Late For An Obituary? 6 Steps To Take Today

how-much-does-obituary-cost
how-much-does-obituary-cost
how-much-does-obituary-cost

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reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

where do you post an obituary
where do you post an obituary
where do you post an obituary

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Where Do You Post an Obituary: A Step-By-Step Guide

obituary vs death note
obituary vs death note
obituary vs death note

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Obituary vs Death Note: What Are the Key Differences?

buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

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Buying A House With Elderly Parent: 10 Things To Know

trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

Sep 14, 2023

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401k and minors
401k and minors
401k and minors

Oct 5, 2023

401(k) and Minors: Can a Minor be a Beneficiary?

How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

Sep 12, 2023

How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

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Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

Jul 14, 2023

Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

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Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Apr 15, 2023

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

Apr 15, 2023

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

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Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

Apr 15, 2023

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

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Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?