Wealth Management Issues Resource List
ISSUE |
Internal Expert |
Contact Information (Phone & E-mail) |
External Expert |
Contact Information (Phone & E-mail) |
Internal Tools |
Internal Client Solutions |
|---|---|---|---|---|---|---|
1. Investments |
||||||
2. Insurance |
||||||
3. Liabilities/Debts |
||||||
4. QRP/IRA Distributions |
||||||
5. Stock Options/Restricted Stock |
||||||
6. Business Succession Planning |
||||||
7. Durable Powers of Attorney |
||||||
8. Gifting to Children & Descendents |
||||||
9. Charitable Gifting |
||||||
10. Titling of Assets |
||||||
11. Choice of Executor |
||||||
12. Distribution Plan To Spouse/Descendents |
||||||
13. Tax Analysis |