Wealth management
Insights and perspectives on financial planning and wealth management topics.
Wealth management content
Wealth management
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.
Wealth management
This quick reference guide is a great resource for planning discussions with clients, summarizing tax deductions, credits, and retirement plan contributions limits for 2025. Use this guide to quickly find important information for tax planning with your clients.
Wealth management
Natural disasters are impacting more and more people with increased frequency and intensity. Share this checklist with clients to help them regain control, learn about available resources, and keep their financial life on track.
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
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.
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.