Wealth Distribution Wealth Management Wills and Trusts Inheritance Inheritance Tax Trusts Trust Funds Estate Taxes Asset Management Wills Beneficiaries Tax Exemptions Life Insurance Costs of Wills Asset Valuation Divorce Settlements Philanthropy Gifting Strategies Taxation Tax Issues Asset Transfer Gift Tax Debt Settlement Financial Planning Debt Recovery Creditor Claims Wills and Testaments Gifts Legal Settlements Gift and Estate Taxes Donations Financial Obligations Claims Real Estate Tax Planning Power of Attorney Financial Claims Executors Debt Management Valuation of Assets Asset Distribution Jay Leno's Estate Plan Estate Tax Living Trust Assets Management Assets Tax Reduction Strategies Charitable Donations
Year-end checklists stress immediate positioning as advisors pivot to income taxes, basis step-ups, flexible trusts and state exposure.
