Trusts are pivotal tools in the estate planning toolkit, offering clients robust solutions to safeguard assets, minimize taxes, and preserve wealth across generations. As financial professionals, understanding and mastering trusts enhances your ability to guide clients effectively.
What happens when clients have an annuity they’ll never fully spend? Unfortunately, those leftover funds often become a tax burden for beneficiaries. With an annuity maximization strategy, clients can provide their loved …
Discover how AI is transforming care planning for financial professionals, improving efficiency and client outcomes in the evolving financial landscape.