Financial planning
Insights and perspectives on financial planning and wealth management topics.
Financial planning content
Financial planning
By using a few tax-aware trading strategies, your clients’ may be able to reduce tax drag and increase after-tax wealth. Learn how holding period management can impact your clients’ wealth.
Financial planning
With purposeful planning, communication, and actions, future generations can gain a sense of stewardship and gratitude for their inherited wealth. Learn strategies to help your clients foster an ecosystem where generational wealth is understood as both a great advantage and a responsibility.
Financial planning
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.
Financial planning
While a single company stock may have been successful when building wealth, keeping that concentrated exposure when working to preserve or use wealth can be more risky for your clients. Learn more about how you can help your clients lessen the risks associated with a concentrated stock portfolio.
Financial planning
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.
Financial planning
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.
Financial planning
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.
Financial planning
A securities-based line of credit (SBLOC) can be a powerful and flexible tool for your clients that are looking for short-term liquidity or strategic borrowing. Find out when this might a useful tool for your clients.
Financial planning
In the right situation, Roth conversions can be used to transfer wealth tax efficiently to the next generation. Learn how to determine if using Roth conversions for legacy planning may be right for your clients.