Estate planning priorities have shifted with the changes in the federal rules.
Wealth Management resources
Putnam offers a wealth of resources to help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Spotlight: Health-care reform resource
- What business owners should know about the employer mandate (PDF)
- Health-care reform and its impact on investors (PDF)
- Planning for the new 3.8% Medicare investment income surtax (PDF)
- Client seminar (PPT)
Planning, prospecting, and the Affordable Care Act
Some strategies can be more attractive in a low interest rate environment.
Re-marriage can present a challenge for portability rule.
Supreme Court ruling on same-sex marriage highlights need for estate planning.
Affordable Care Act survives challenge in Supreme Court.
Tax reform may be higher on the Capitol Hill agenda, but passage this year is unlikely.
The federal budget deficit has improved in recent years, but projections estimate worsening conditions in a couple of years.
Investors often think of trusts as a way to transfer wealth or avoid probate. But certain trusts can be used for asset protection.
Some investors choose long-term care insurance as part of retirement and estate planning. You may need guidance deciding how much insurance you will need.
Families want to save for college and maximize their child's eligibility for financial aid. There are ways to use a 529 plan to meet both goals.