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Wealth Strategy

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Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Retirement planning – Strategic planning under SECURE and SECURE 2.0

This advisor presentation highlights opportunities and limitations brought about by the SECURE and SECURE 2.0 that may impact clie... Details

Updated: Feb 2023

Not available to order

Tax planning and charitable deductions - What you gift – and to whom – matters

Chart to help clients understand how a donation’s tax deductibility may differ depending on the gift recipient and gift type Details

Updated: Jan 2022

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

Values and legacy – Client worksheet

A worksheet to help clients think about the legacy they wish to leave and how they can begin to lay the groundwork Details

Updated: Jul 2022

Wealth and estate planning – Five tips for a productive family conversation

Single-sheet to help clients guide a productive family conversation about wealth and estate planning Details

Updated: Aug 2021

Wealth transfer – First steps and fundamentals for clients receiving an inheritance

This advisor presentation answers some basic questions clients may ask when preparing to receive an ... Details

Updated: Oct 2022

Not available to order

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