Wealth management

Insights and perspectives on financial planning and wealth management topics.

Wealth management

Although this letter is not a formal estate planning document, it can be vital for maintaining family harmony and sustaining family wealth over time. Help your clients leave clear wishes during a time of chaos and create a legacy of clarity, calm, and control.
Wealth management

This quick reference guide is a great resource for 2024 planning discussions with clients, summarizing tax deductions, tax credits, and contributions to retirement plans found in various federal tax publications and websites. Use this guide to quickly find important information for tax planning with your clients.
Wealth management

A disciplined, annual approach to Roth conversions can increase balances in tax-free savings vehicles and reduce taxes over the long term. Learn how your clients may benefit from moving assets to a Roth over multiple years.

Wealth management content

Wealth management

Learn more about the 4% rule, a popular method for investors that could potentially produce retirement income from their portfolio to increase their probability of not outliving their money.
Wealth management

Allocating assets tax-efficiently across account types can potentially reduce your client’s tax liability over the long-term and increase their after-tax wealth. Learn where your clients should hold assets to minimize tax impact.
Wealth management

Learn how a properly structured dynasty trust may help investors meet long-term legacy goals while potentially minimizing estate and generation-skipping taxes.
Wealth management

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

Although this letter is not a formal estate planning document, it can be vital for maintaining family harmony and sustaining family wealth over time. Help your clients leave clear wishes during a time of chaos and create a legacy of clarity, calm, and control.
Wealth management

A special needs trust can be a powerful tool to help create financial security for a person with a disability without jeopardizing public assistance benefits. Learn how you can help your clients protect the assets and benefits of those with disabilities.
Wealth management

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

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.
Wealth management

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.

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