Wealth management
Insights and perspectives on financial planning and wealth management topics.
Wealth management content
Wealth management
If your clients own company stock in a qualified employer-sponsored retirement plan and they're at least 59½ or separated from their employer, the Net Unrealized Appreciation (NUA) tax rules may save them money. Learn more about when your clients may benefit from a NUA tax strategy.
Wealth management
Qualified Personal Residence Trusts (QPRTs) can pass future home appreciation to beneficiaries and ultimately remove the home from the grantor’s estate, potentially reducing estate taxes. Learn how your clients can place a home in a QPRT.
Wealth management
Selecting a trust as beneficiary of an individual retirement account (IRA) offers distinct advantages, disadvantages, and complexities compared to naming an individual. Learn if your clients should list a trust as a beneficiary of their IRA.
Wealth management
For any investor, a personalized approach to allocation that considers risk capacity, along with risk tolerance, can often be more beneficial than a general guideline. Learn how you can help your clients determine their risk capacity.
Wealth management
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.
Wealth management
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.
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
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
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.