[an error occurred while processing this directive] Wealth Strategy - Tax and estate planning
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Wealth Strategy


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Estate planning - Partnering with attorney and client to conquer key process challenges

Financial advisors can help facilitate successful estate planning discussions between clients and th... Details

Updated: Feb 2025

Not available to order

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Apr 2025

Not available to order

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

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