Estate and Wealth Transfer – Putnam Wealth Management

Harnessing the power of step-up in cost basis

For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.

Potential changes in estate and gift tax laws are causing some individuals to review plans and choose how to pass wealth to beneficiaries.

Without additional resources single households may be more vulnerable to financial shortfalls, making financial planning particularly important.

It is important to review charitable giving plans before year in order to meet deadlines for certain strategies.

As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.

This checklist for year-end planning may help advisors identify ways to minimize taxes and other potential benefits.

The SECURE Act 10-year rule set new guidelines for distributing inherited retirement accounts and has impacted retirement planning.

Individuals may want to prepare heirs with a final planning guide before a loved one passes away.

An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.

An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.