Trust & Estate
Change of Trustee Considerations
At a Glance
Grantors and beneficiaries often want the ability to remove trustees and appoint replacements. Since residence, family circumstances, financial ...
Trust Fundamentals
At a Glance
You want to protect your wealth and have your assets passed on to whom you choose under the conditions you specify. A trust can help give you this ...
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Your 2021 Tax Planning
Why put off until tomorrow what can save you money today? Citi Personal Wealth Management can help you better understand how to reduce your 2021 taxes. We have also outlined areas to consider when starting to think about how to confidently grow and protect your wealth in 2021 ...
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Charitable Giving Can Benefit Tax and Estate Planning
Giving to charity can be as simple as writing a check or donating old clothes and furniture. But as you give, you might also be looking to save on taxes and meet estate-planning goals.
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Strategies to Deal with Potential Capital Gains Tax Increases
Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.
Estate Planning: Beyond a Will
To many, estate planning means getting a will or living trust. To others it may also mean reducing estate taxes — and that is a problem. Yes, ...
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What to Do After a Loved One Dies: 3 Important Steps to Follow
With death comes grief and, as a result, it is easy to make mistakes and miss crucial details after the loss of a loved one. Here are some key items to keep in mind when it comes to death and finances.
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