A properly structured GRAT can help your clients transfer significant assets to their beneficiaries with no estate tax and a significantly reduced gift tax cost. Help your clients manage the assets they wish to pass to their beneficiaries.

When a client is named as trustee of a friend’s or family member’s trust, they should understand the responsibilities required to fulfill the role so they can make the best decision to accept the role, or not. Learn how you can help a client make the right decision.

Many families look to family wealth meetings to foster good communication and effective decision-making. While there’s no one-size-fits-all approach, some best practices can help wealthy families achieve their legacy goals.

Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.

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.

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.

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.

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