Your 2021 Wealth Planning Guide

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What’s Inside:
The Probity Advisors 2021 Wealth Planning Guide was written with this year’s tax environment in mind and also with the possibility that there will be legislative changes on the horizon that could have a significant impact on many estate plans.  It remains to be seen what Congress and the White House will do regarding tax policy, but experts anticipate a number of revisions that can impact our clients and their families. This guide explains estate planning structures and tools that clients may wish to discuss with their loved ones and with a financial advisor and/or an attorney.

This year’s guide addresses the following topics:

  • Wealth Planning in the Current Environment including potential tax law changes that may have a big impact on your estate and on your family and heirs
  • Using Trusts and Partnerships in Your Estate and the benefits of various types of individual, family, and business structures to help meet planning and wealth transfer goals
  • Managing Your 401(K) and options for individuals who change jobs and may need to take action regarding a workplace savings plan
  • Your Financial Wellness Checklist to help you stay on track with important aspects of your financial life

Please note:
The guide is not intended to be a substitute for a financial advisor or for regular, in-person meetings and communication with your advisor. If you do not have a financial advisor and would like to meet with one for a no-obligation initial consultation, please call us at 214-891-8131.