Choreo Insights

Estate Planning – Spousal Lifetime Access Trusts (SLATS)

A SLAT, or Spousal Lifetime Access Trust, is a special type of irrevocable trust available to married couples….

Roth Conversions – Important Planning Considerations

A Roth conversion is one planning opportunity to consider….

Estate Planning – Benefits of Intentionally Defective Grantor Trusts (IDGTS)

For many years, estate tax planners have designed IDGTs to freeze the value of an asset for estate tax purposes while transferring the asset out of the estate gift-tax free….

How to Help Small-Business-Owner Clients Get Started with Their Exit Plan

Many owners of small firms don’t plan their exit properly – or at all. Here are things advisers should keep in mind to help business-owner clients make plans….

End-of-Year Planning: Things to Consider in Your Financial Health

Gear up with these supplemental year-end planning points for your late fall/early winter client meetings….

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