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
- Understanding the SECURE Act and its impact on planning (pdf)
- 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)
- Business succession planning (pdf)
- Unique financial planning challenges face growing ranks of non-traditional households (pdf)
- Intergenerational wealth transfer (pdf)
Client seminars
Video
- Estate planning considerations before the law sunsets
- $30T in wealth transfer creates opportunity
- Top strategies for advisors when heirs inherit wealth
- Social strategies for meeting the next generation
- Use family meetings for more effective wealth transfer
Sales ideas and tools
- Year-end planning ideas (pdf)