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.

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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

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

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

For clients in certain circumstances, tax-gain harvesting can potentially reduce tax bills over the long term. Learn how your clients may improve their future tax position.
Wealth management

Five questions provide a roadmap for this critical conversation. Get information for your clients that can help plan for future care.
Wealth management

Now is an ideal time to discuss year-end tax planning strategies with clients to help potentially reduce their taxes and help them achieve their long-term financial goals. Review this checklist below and consider which strategies may apply to their financial situation.
Wealth management

Medicare planning is critical to healthcare costs for the majority of individuals over age 65 is one of the keys to a successful retirement. Help clients understand the different coverages available and key enrollment periods to help avoid unnecessary penalties or coverage delays.
Wealth management

Beginning January 1, 2024, the Corporate Transparency Act (CTA) requires certain small corporations, LLCs, and other business entities to report ownership information to the government. Learn about what is required, who to file with, and the penalties for failing to file.
Wealth management

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.

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