Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login

Today’s Top Tax and Estate Planning Techniques

Share

Share this article on FacebookShare this article on XShare this article on LinkedinShare this article via EmailPrint this article

Learn sophisticated and innovative wealth planning techniques for families and businesses with a focus on flexibility to adapt to an uncertain future.

In a post-pandemic world, where everything from tax policy to economic stability to physical health is in question, this comprehensive resource from Paul Lee, Global Tax Strategist at The Northern Trust Institute, provides a thorough review of sophisticated wealth planning techniques for advisors guiding clients through unprecedented times.

Download the full paper to learn more about timely estate planning legislative, regulatory and case law developments.

Dive Deeper

Top Planning Techniques

Guide clients through uncertainty with this comprehensive review of tax and wealth planning techniques.

On Purpose

Subscribe for Our Insights

Sign up to receive our On Purpose publication to help you achieve your financial goals as intended.

Tags

Wealth transferEstate planningTaxes

Disclosures

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel.  All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

Related Articles

  • Check
    Navigate to Make Your Impact, While Achieving Your Financial Goals
    Trends & Strategies

    Make Your Impact, While Achieving Your Financial Goals

    What difference do you want to make?

  • Check
    Navigate to Can Impact Investing Further Your Organization’s Mission?
    Trends & Strategies

    Can Impact Investing Further Your Organization’s Mission?

    Drive positive social outcomes through impact investing.

  • Check
    Navigate to ESG as a Risk Management Tool
    Trends & Strategies

    ESG as a Risk Management Tool

    Understanding the varying forms of risk is central to investing.

  • Check
    Navigate to Tax Policy Resource Center
    Trends & Strategies

    Tax Policy Resource Center

    Research-based insights at the intersection of changing tax policy and managing complex wealth.

Explore Specialized Advice