High-net-worth individuals and families, philanthropists, and business owners should evaluate their tax and estate plans so they are best positioned for the long-term outlook. You might consider reviewing the following strategies to help meet your financial, wealth-transfer, and philanthropic goals.
- Reassess Near- and Long-Term Goals
- Review Current Estate Plan
- Plan Annual Gifting
- Assess Roth Conversion
- Evaluate Wealth Strategies in a Low Interest Rate Environment
- Consider Using Historically High Lifetime Tax Exemption
- Review Important Retirement Ages
- Evaluate Asset Allocation and Location
- Charitable Giving
- Philanthropy Strategies