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Estate Planning Strategies

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

  • Asset/Annuity Strategies
  • A/B Trusts and Funding Strategies
    • "A Trust" is also commonly referred to as the "Marital Trust," "QTIP Trust," or "Marital Deduction Trust."
    • "B Trust" is also commonly referred to as the "Bypass Trust," "Credit Shelter Trust," or "Family Trust."
  • Generation Skipping and Dynasty Trusts 
  • Lifetime Gifting Strategies/ Direct Gifts to Individuals or Trusts
  • Insurance Policy Evaluations
  • Planning with Family Partnerships
  • Insurance Premium Financing
  • Private Split Dollar Arrangements
  • Special Needs and Discretionary Trusts
  • Spousal Lifetime Access Trusts (SLAT)
  • Grantor Retained Annuity Trusts (GRAT) Sale to an Intentionally Defective Grantor Trusts (SIDGT)

Charitable Planning

  • Charitable Giving with Life Insurance
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Net Income with Makeup Charitable Remainder Unitrusts (NIMCRUT)
  • Private Foundations
Contact Us To Learn More

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
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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.