Our goal for your family's financial life is to help simplify the complexity by aligning the important aspects of your wealth with your multi-generational goals. There’s no need to feel burdened just because you have been blessed with the resources and the opportunities that wealth provides. The team at JTL Wealth Partners can work with you and those that are already part of your advisory team to create a planning strategy based on your needs and goals.
We can offer resources regarding the following planning strategies as well:
Wealth Transfer Planning
A Brief History of Estate Taxes
What Is My Life Expectancy?
When Heirs are Imperfect
Trusts, family partnerships, private foundations, private split dollar arrangements, and insurance premium financing services are available through non-affiliated companies, not JTL Wealth Partners or Waddell & Reed, Inc. Any trusts, partnerships, foundations, arrangements, loans, or any estate plan in general should be prepared and/or reviewed by an attorney who specializes in these areas and is licensed to practice law in your state. Any information provided on these services are strictly for educational purposes only. JTL Wealth Partners and Waddell & Reed, Inc. do not provide legal or tax advice. It is very important that you discuss review any planning strategy with your legal and tax advisor prior to making any financial related decisions.