Spousal Lifetime Access Trusts (SLATs): Enable one spouse to transfer assets into a trust while allowing the other spouse to ...
Hello, Baby Boomers and seniors! Retirement should be the time of your life-a chance to relax, travel, and spend time with loved ones. But, without careful planning, it can also come with some very ...
The acquisitions also bring Mariner another step closer to its goal of reaching 5,000 advisors by 2027. Atlas Financial was ...