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Category: Estate and Wealth Transfer

Important estate planning moves before year-end
Estate and Wealth Transfer

Important estate planning moves before year-end

Estate planning is an important part of year-end planning as taxpayers seek to manage the distribution of assets as and meet any state tax requirements.

Distribution planning under the SECURE Act
Estate and Wealth Transfer

Distribution planning under the SECURE Act

For some with inherited retirement accounts, next steps for distribution planning may be unclear under the SECURE Act rules.

Four estate planning ideas for 2022
Estate and Wealth Transfer

Four estate planning ideas for 2022

Consider these estate planning ideas this year that may help lessen the tax burden in the future.

Don’t leave digital assets behind in the cloud
Estate and Wealth Transfer

Don’t leave digital assets behind in the cloud

When estate planning, people often focus on tangible possessions and may leave valuable digital assets behind.

Reach out to families as they prepare for holiday gatherings
Estate and Wealth Transfer

Reach out to families as they prepare for holiday gatherings

Consider reminding parents that having everyone together at holiday gatherings can be a good time to address some key planning topics.

House tax proposal would upend grantor trusts
Estate and Wealth Transfer Taxes

House tax proposal would upend grantor trusts

The recent House tax proposal would upend grantor trusts and make planning more difficult for those transferring wealth to heirs

Create a checklist to stay ahead of emergencies
Estate and Wealth Transfer

Create a checklist to stay ahead of emergencies

Families can benefit from being prepared in case of an emergency or sudden loss by creating a short-term plan with a checklist of what needs to get done.

A financial plan can help LGBTQIA+ investors overcome challenges
Estate and Wealth Transfer

A financial plan can help LGBTQIA+ investors overcome challenges

Despite progress on marriage equality and workplace protections, some in the LGBTQIA+ community face challenges around finances and other legal issues.

Three options to change stepped-up cost basis rules
Estate and Wealth Transfer

Three options to change stepped-up cost basis rules

Potential changes to stepped-up cost basis rules may emerge as lawmakers consider federal revenue needs.

Direction of estate taxes among top advisor concerns
Estate and Wealth Transfer

Direction of estate taxes among top advisor concerns

Most advisors are closely monitoring tax policy as it is not yet clear what proposals around estate taxes will be introduced on Congress’s agenda this year.

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The views and opinions expressed are those of the fund manager above, are subject to change with market conditions, and are not meant as investment advice.

This material is for informational and educational purposes only. It is not a recommendation of any specific investment product, strategy, or decision, and is not intended to suggest taking or refraining from any course of action. It is not intended to address the needs, circumstances, and objectives of any specific investor. Putnam, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing this sales and marketing material. This information is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

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In the United States, mutual funds are distributed by Putnam Retail Management.

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