Trusts are pivotal tools in the estate planning toolkit, offering clients robust solutions to safeguard assets, minimize taxes, and preserve wealth across generations. As financial professionals, understanding and mastering trusts enhances your ability to guide clients effectively.
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Philanthropic giving for high-net-worth clients is integral to wealth strategies, but many times it can be overlooked. Here’s why philanthropy matters to HNW clients.
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How does asset location mesh with tax management for a client’s portfolio? This case study takes a deeper look.