Year-End Planning

With year end fast approaching, many are experiencing high demand for planning that can be done quickly to take advantage of gifting and low interest rate opportunities. With some of the current uncertainties expected to linger through the coming weeks or longer, your high-net-worth clients may feel the pressure to react quickly in order to take advantage of what could be limited windows. We’re here to help make year end as smooth as possible for you and your clients and have compiled some helpful resources for a strong finish to 2020.