Many high-net-worth clients give to charity annually, and they need you to help them identify the most efficient way to support the causes that are important to them. By brushing up on your knowledge of the charitable deduction and various giving strategies, you can both help your clients meet their philanthropic and legacy goals and grow your practice through charitable planning.

Looking for a way to help clients simplify their estate taxes, especially after the death of a spouse? The IRS’s new portability rules for estate taxes may be just the opportunity your clients need. The agency’s recently released Revenue Procedure 2017-34 allows for a deceased spouse’s unused exclusion amount to be transferred to the surviving spouse retroactively, offering the potential for substantial savings.

In today post, we’ll continue our case study series, showcasing the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore the importance of special needs planning and asset protection.

Today’s post is the first in a case study series that will showcase the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore an education-based approach to estate planning.

What does the recent increase in the federal estate tax exemption, plus the introduction of portability, mean for the traditional approach to estate planning using the AB trust? You may find that your clients are concerned that their estate planning strategy is no longer relevant. Or perhaps they just don’t want to spend the time and money to have an attorney review their documents when federal estate laws may remain in flux.