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    • Planning for legacy, estate and wealth transfer

    Video thumbnail shows a dinner plate split in thirds to represent wills, trusts and beneficiary designations.
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    Estate planning is one of the most meaningful and personal conversations you can have with your clients.

    Use our tools and insights to guide important discussions about how thoughtful planning supports the people and causes they care about most. You can also share this brief educational video with clients to help them prepare for conversations about their estate plans and legacy goals.

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    Recent changes to the tax code may mean there are new estate planning opportunities for higher net worth clients. This client-facing article can help you convey the importance of regularly revisiting estate plans amid tax code changes.
    For clients
    Help caregivers maximize government benefits while preserving eligibility.
    For clients
    Discover key strategies to help caregivers plan for the lifelong care and financial security of individuals with special needs.
    Learn how you can help caregivers of special needs children protect their own future with long-term care strategies that support both their well-being and legacy goals.
    Use these considerations and best practices to align financial strategies with a trust’s goals: income, asset protection or tax-efficient wealth transfer.
    Learn more about the nonqualified annuity stretch and why, depending on the situation, it may be a better payout option on a deferred annuity than the 5-year rule or annuitization.
    Learn the pros and cons of naming a trust as an IRA beneficiary, understand the beneficiary types and explore conduit vs. accumulation trusts.
    Share with clients a strategy that may enable them to treat all their heirs equitably.
    This guide considers ways to convert the value of a client's tax-deferred assets into a tax-free inheritance.
    There is an opportunity to use NQ deferred annuities as a funding vehicle for an existing credit shelter trust arrangement.
    Consider this 2-IRA strategy to help clients pass along their IRA assets more efficiently.
    Reaching out to your clients’ beneficiaries early can help shrink their tax burden and grow your pipeline.
    When you lead with empathy, you can engage clients while helping them plan their legacy.
    This client-facing guide offers ideas to help initiate family conversations about your end-of life planning.
    For clients
    Ask these open-ended questions to start the conversation about legacy planning.
    Learn why a financial professional's elevation to trusted partner can be significant and even life-changing for the client.
    Discover the intricate dynamics of trust and the benefits of cultivating empathy in this essential guide.
    Recommend this organizer to your clients for gathering all of their important information in one place, which can minimize additional stress for loved ones in case of an emergency.
    For clients
    This case study considers the many areas in which you can help meet your new clients' specific legacy-planning needs.
    In addition to supporting your clients as they navigate the considerations of aging in place, this guide also outlines alternative housing options.
    For clients
    These case studies explore how a special-needs trust could help relieve your clients' concerns about their loved one's future care.
    Learn how legacy planning helps your client and their extended family, while helping you retain and grow your business.
    Consider life insurance as a funding vehicle for an existing credit shelter trust arrangement or other irrevocable trusts.
    This client-facing piece offers important tax implications to consider and actions to take to protect your surviving spouse.
    For clients
    This client-facing piece explores a special-needs trust as a potential solution for parents seeking to protect their disabled child after they're gone.
    For clients
    This client-facing guide offers ideas to help initiate conversations with aging parents about their end-of-life plans.
    For clients
    This client-facing piece offers ideas for making their charitable intent as effective and tax efficient as possible.
    For clients
    The record-high gift tax exemption is due to sunset at the end of 2025. Now is the time to help high net worth clients take advantage of the exemption.
    For clients
    This client-facing guide can help your client take steps to assure that their affairs will be handled and wishes honored in the event of incapacity.
    For clients
    This checklist is designed for clients to help them ensure that their wishes are honored during their lifetime and that they will leave a cherished legacy thereafter.
    For clients
    Empower your clients to safeguard their legacy: 9 essential tips for preventing beneficiary designation mistakes.
    For clients
    For the overwhelming majority of Americans, wealth transfer needs to focus on planning for the costs of long-term care.
    A client-facing article that explains how trusts can play a useful role within estate planning strategies.
    For clients
    Uncover opportunities to create a more holistic legacy plan by having your clients complete this interactive form that identifies their assets, liabilities and potential total net worth.
    For clients
    A compelling video that explores the impact of crafting a meaningful legacy and strengthening family bonds.
    Understanding the key role of empathy in building trust with clients.
    A video that explores how financial professionals can use legacy planning to foster stronger client connections.
    A video on leveraging legacy planning for stronger client connections in financial services.
    Overcome conversational roadblocks to convey to your clients the importance of an estate plan.
    Explore our insights for working with wealthy clients.

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