2010 year-end guide to tax and wealth management

Download 2010 year-end guide to tax and wealth management

This year, our annual guide focuses on the wealth management strategies and tools that are most instrumental to building an effective plan. Click on a chapter below to download that section:

• Strategic tax planning
• Managing your portfolio
• Charitable giving
• Estate and gift planning
• Business succession planning
• Choosing entities for businesses/investments
• Family limited partnerships
• Insurance
• Family offices
• Working with financial advisers

The chapters examine the key elements, tax implications, concerns, and special considerations involved in each strategic area of successful wealth management planning.

Understanding the applications and implications of these strategies and tools will enable you to work together with your adviser to develop a plan that is right for you and to protect, grow, and steward your personal wealth into the future generations of your family.