Citi Personal Wealth Management

Trust & Estate

Regardless of your income, trust and estate planning can provide you greater control and protection of your legacy.

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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, ...

Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with a shifting political environment in Washington, it could be sooner than you think.

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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.

Important Information

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written or filmed. The relevance of such topics may change at future dates.

Diversification and asset allocation do not protect against loss or guarantee a profit.

Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.

Please consult your Financial Advisor before making any investment decisions.

The above content is for informational purposes only and contains a summary of the topic and is not intended to be a comprehensive discussion, including any legal or tax ramifications of the strategies or concepts described herein. These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

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