Asset Management

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Wealth management

Insights and perspectives on financial planning and wealth management topics.

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Wealth management

Save on Taxes with Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.
Wealth management

Which Small Business Retirement Plan Is Best for You?

The retirement plan landscape is diverse for small business owners and those who are self-employed. Help clients understand the features of each option so they can make an informed decision.
Wealth management

Should You Name a Trust as IRA Beneficiary?

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 content

Wealth management

What’s Your Investing Risk Capacity?

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

Irrevocable Life Insurance Trusts (ILITs)

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

Spousal Lifetime Access Trusts (SLATs)

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

Dynasty Trusts

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

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.

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