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Wealth Strategy


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Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

Gifting assets – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Gifting - Breaking down some basics for clients gifti... Details

Updated: Jan 2022

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

Preparing for an inheritance – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Wealth transfer – First steps and fundamentals for cl... Details

Updated: Jan 2022

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

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

Enter quantities for one or more titles and click Add All to Cart.

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