ELITE ADVISOR BEST PRACTICES FOCUS

Wealth Transfer

Advanced planning to help clients minimize their tax burden

A major area of financial concern beyond investments of the affluent is wealth transfer—taking care of heirs. Specifically, it's about finding and facilitating smart and tax-efficient way to pass assets to a spouse and succeeding generations in ways that meet the client’s wishes.

Below you will find a range of strategies and insights about effective wealth transfer.

ARTICLES

VIDEOS

The Advanced Planning Advantage: Wealth Transfer

The Advanced Planning Advantage: Wealth Transfer

Differentiate yourself by providing your clients with customized estate plans.

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WHITE PAPERS

Best Practices of Elite Financial Advisors

Best Practices of Elite Financial Advisors

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