Citi Personal Wealth Management
Trust & Estate
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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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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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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