Using charitable remainder trusts (CRT), high-net worth clients can support their favorite charities and generate an income stream for themselves or another beneficiary. Learn how your clients can be tax efficient with their charitable giving.

Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.

Family Limited Partnerships (FLPs) are powerful estate planning tools for high net-worth individuals and families to consider. Learn more about FLPs and if they may be right for your clients.

For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.

Primarily used to exclude the death benefit proceeds of life insurance from estate inclusion, irrevocable life insurance trusts (ILITs) remain a powerful tool in the estate planner's 'toolbox.' Learn more about how to protect the proceeds of you clients’ life insurance.

When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.

A SLAT may be an effective wealth transfer strategy to consider while the lifetime exemption remains at historically high levels. Learn when using a SLAT may be a benefit to your clients.

Stepped-up basis can be a powerful tool to consider when putting together an estate plan, as it may provide beneficial tax treatment to assets received by your clients’ inheritors. Help your clients reduce the tax burden of their heirs.

This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2026. Learn more about the limits that may impact your clients in 2026.