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.

Stepped-up basis can be a powerful tool to consider when putting together an estate plan, as it may provide beneficial tax treatment to assets received by your clients’ inheritors. Help your clients reduce the tax burden of their heirs.

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.