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Trust & Estate

Regardless of your income, trust and estate planning can provide you greater control and protection of your legacy.
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Key Steps to Take After a Loved One Passes Away

The following guide will provide an overview of some key items to keep in mind when it comes to death and finances.

Read More on Key Steps to Take After a Loved One Passes Away

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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, ...

Read More on Estate Planning: Beyond a Will

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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 ...

Read More on Change of Trustee Considerations At a Glance

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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 ...

Read More on Trust Fundamentals At a Glance

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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.

Read More on Charitable Giving Can Benefit Tax and Estate Planning

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Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, Please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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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. 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.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

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