National Advisors Trust

Women leaders often juggle multiple roles -- founder, executive, mentor -- while caring for loved ones who also need their time and attention. It’s not surprising, then, that 58% of women in the U.S. still do not have estate planning documents.¹

Without a comprehensive estate and trust plan, much of what you’ve worked so hard to build could go unprotected.

This guide walks you through the essentials, providing strategies to help you plan confidently and secure your future on your terms.

If preserving wealth for the next generation is important to your clients, the decisions you make today can have a lasting impact on their financial future. 

A Spousal Lifetime Access Trust (SLAT) is one strategy that allows couples to move assets out of their taxable estate while still maintaining a degree of access during their lifetimes.

This guide breaks down how SLATs work, outlines key benefits, and explores factors to consider before including SLATs in your estate plan.

How SLATs Work

(National Advisors Trust) Even when a divorce is amicable, it’s still one of life’s most emotionally and financially challenging transitions. Between dividing assets, reshaping routines, and helping your loved ones adjust, it’s easy for important details to slip through the cracks.

One detail you don’t want to overlook is your estate plan. If it isn’t updated, your hard-earned assets could unintentionally pass to a former spouse, or your children’s future may not be protected the way you intend.

The holiday season has a way of prompting deeper conversations—about gratitude, generosity, and the legacy you want to leave for your family.

By incorporating a charitable lead trust (CLT) into your estate plan you can support the causes closest to your heart now while transferring wealth to your heirs later in a tax-efficient way.

This guide answers common questions about CLTs and how they can create lasting philanthropic impact.

Key Takeaways:

When it comes to protecting your assets, minimizing your tax liabilities, and securing your family’s legacy, financial and estate planning should always be a joint consideration. 

An integrated approach ensures you have a plan to preserve and grow your wealth while providing peace of mind that your affairs will be managed according to your wishes.

This guide outlines the fundamentals of financial and estate planning, offers integrated strategies, and highlights common mistakes to avoid.

Start with the Basics