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2025 Outlook | Opportunities amidst a changing landscape
Duties and responsibilities of a trustee
A trustee is in charge of managing a trust and following the terms of the trust. Here are 8 trustee responsibilities that may accompany this important role.
Protect your wealth and legacy: A guide for your loved ones
Setting up your estate involves much more than signing and executing estate planning documents . Here's what you need to know so your loved ones will have the information they need after you pass.
The Road Ahead: Markets and the Election
Learn how the 2024 election could shape the financial landscape. This discussion provides an analysis and a view on how results could impact markets and investment portfolios.
What is a family office and do I need one?
For those with significant assets and complicated financial lives, a family office can be an ideal solution.
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How you can maximize tax efficiencies
See how effective structuring and investment interest expenses could lead to tax savings.
Understanding the Fed's rate cut
The Fed's 50 basis point rate cut on September 18, 2024 aims to maintain control of policy and stability in the economy. Learn more about the implications and what you can do to stay prepared.
Why you should plan for the estate tax exemption now
Don't wait until it's too late. Learn why implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.
Wealth transfer planning: Strategies for a seamless transition
Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones. These steps can help you prepare.
Wealth management & taxes: planning for financial prosperity
Private Wealth management tax planning is a valuable investment for high-net-worth individuals. These strategies can help trim taxes for you and your loved ones.
10 tips for strong sales growth
Having the right financing, enough staffing, and a strong promotional plan are several of the ways businesses can achieve strong sales growth.
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1 Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
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