Articles by Laura Medigovich

  • Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • Should you Consider a Spousal Lifetime Access Trust?

    While the estate and gift tax exemption is currently at an all-time high, some married couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies. Let’s take a look at the current state, and understand both the advantages and disadvantages of a SLAT.

  • Tax-Smart Charitable Gifting Strategies

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

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