Wealth Management
Insights and perspectives on financial planning and wealth management topics.

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Wealth management
Intrafamily Loans
Learn more about intrafamily loans and why they can be attractive alternatives to traditional gifting for ultra-high-net worth families wishing to help younger generations make a purchase or invest for the future.
Wealth management
Annual Estate Planning Checklist
Get your clients’ estate plans ready for the new year. Use this simple year-end checklist with your clients to help them consider what they should plan for.
Wealth management
Tax Law Changes on the Horizon?
We generally don’t recommend making changes to your clients’ tax plans based on election predictions or potential future legislation. However, there are some potential “no-regrets” tax moves to consider before year-end. Learn what tax moves your clients’ should consider before year-end.
Wealth management
Move Wealth Between Generations Tax-Efficiently with Upstream Gifting
Under certain circumstances, gifting assets to older generations can be beneficial for estate and income tax planning purposes. Learn when this may be useful in your clients’ estate planning.
Wealth management
Credit Shelter and Marital Trusts
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.
Wealth management
How Portability Can Help Couples Reduce Estate Taxes
Portability is a tool that gives married couples flexibility in planning for potential federal estate tax exposure. Learn how your clients can inherit a tax exemption.
Wealth management
Sale to an Intentionally Defective Grantor Trust (IDGT)
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.
Wealth management
Preparing for the TCJA Sunset in 2026
A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.
Wealth management
Family Limited Partnerships
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.