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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
December 02, 2014

Wealth Management - This New Year, Help HNW Clients Plan Ahead with Tax-Optimized Trusts

Laurence Greenberg, President, Jefferson National

Estate planning and wealth transfer should be top of mind, especially for high-net worth and ultra-high net worth clients. There are nearly two million high-net worth households in the U.S. While roughly 60 percent believe a financial legacy is important, nearly three-fourths (72 percent) do not have a comprehensive estate plan.