Wealth management
Insights and perspectives on financial planning and wealth management topics.
Wealth management content
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.
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
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
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
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
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
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
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.
Wealth management
Portability is a tool that gives married couples flexibility in planning for potential federal estate tax exposure. Learn how your clients can inherit a tax exemption.