Estate and Wealth Transfer
Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
Investor Education
- 10 income and estate tax planning strategies (pdf)
- A closer look at the current estate and gifting tax rules (pdf)
- Top questions for your CPA and estate planning attorney (pdf)
- Income in respect of a decedent tax deduction (pdf)
- Stretch IRA (pdf)
- Business succession planning (pdf)
- Unique financial planning challenges face growing ranks of non-traditional households (pdf)
- Intergenerational wealth transfer (pdf)