Taxes

Tag Archives

Enhance Wealth Transfer in Estate Planning Through Stretch IRAs

Individual retirement accounts are a popular tool for retirement planning, but do your clients know their IRAs can do more than just provide financial security in the here and now? IRAs have become not just a valuable tool for retirement, but for wealth transfer in estate planning, as well.


Help Your Clients Save on Estate Planning

There’s no shortage of factors to consider when it comes to estate planning. Family relationships, last wishes, wealth transfer – your clients will have their hands full. However, in addition to helping them wade through the often complex process of estate planning, they’ll also be looking to you for one more service: reducing costs.


Why High Net Worth Individuals Still Need Wealth Planning

Most of your clients have worked hard to amass their wealth.


Maximizing Wealth Through a Credit Shelter Trust

Do estate taxes keep your clients up at night? Do they worry about the amount of money they can pass to their heirs? This is a common concern among high net worth individuals, many of whom worked extremely hard to generate wealth that gives them the peace of mind knowing their spouse, children and grandchildren will be taken care of once they’re gone. For married individuals, a Credit Shelter Trust (CST) may be the right solution to help them avoid estate taxes when passing wealth on to their beneficiaries.


Part III: How US v. Windsor Affects LGBT Clients: Estate Planning

With the fall of Defense of Marriage Act, a lot has changed in the U.S. for same-sex couples.