Prince’s death shines spotlight on the importance of a will
The death of music superstar Prince underscores the need for investors to prepare an estate plan.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Posts from category: Estate and Wealth Transfer
Making inroads with the next generation
Survey found that making connections with the next generation of investors can be challenging.
Planning Idea
Planning topics for estates of any size
Wealth transfer requires estate planning whether an estate is large or small.
Top advisor tips for building relationships with entire families
Advisors across the country offer ideas for connecting with the next generation.
Planning Idea
Planning discussions to have with the next generation
Planning topics to engage the next generation
Four steps to connect with the next generation of investors
Wealth transfer creates opportunity for advice
Focus of estate planning shifts to local and income taxes
Estate planning priorities have shifted with the changes in the federal rules.
Smart strategies for a low-interest-rate environment
Some strategies can be more attractive in a low interest rate environment.
Beware the pitfalls of the portability rule
Re-marriage can present a challenge for portability rule.
Historic SCOTUS ruling highlights need for estate planning
Supreme Court ruling on same-sex marriage highlights need for estate planning.