High-net-worth individuals and families, philanthropists, and business owners should evaluate their tax and estate plans so they are best positioned for the long-term outlook. You might consider reviewing the following strategies to help meet your financial, wealth-transfer, and philanthropic goals.

  1. Reassess Near- and Long-Term Goals
  2. Review Current Estate Plan
  3. Plan Annual Gifting
  4. Assess Roth Conversion
  5. Evaluate Wealth Strategies in a Low Interest Rate Environment
  6. Consider Using Historically High Lifetime Tax Exemption
  7. Review Important Retirement Ages
  8. Evaluate Asset Allocation and Location
  9. Charitable Giving
  10. Philanthropy Strategies