Wealth management
Insights and perspectives on financial planning and wealth management topics.
Wealth management content
Wealth management
When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.
Wealth management
A window of opportunity currently exists to help your clients potentially lock in higher lifetime estate and gift tax exemptions. Use this guide to aid conversations with your clients now to help ensure they are meeting their objectives.
Wealth management
Family Limited Partnerships (FLPs) are powerful estate planning tools for high net-worth individuals and families to consider. Learn more about FLPs and if they may be right for 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
By understanding how income taxes are treated for the main types of trusts, help your clients make tax-aware estate planning decisions.
Wealth management
Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.
Wealth management
Go beyond investment management strategies for your clients and explore these tax planning techniques that may help them increase after-tax wealth. Learn methods that can help “smooth” your clients’ annual earnings.
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
The structure lays the foundation for the entire business, impacting legal protections, taxes, management, and potential growth opportunities. Help your clients understand how to structure their new venture.