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An Introduction to Wealth Planning

To help our clients understand the basics of wealth planning, we are pleased to offer a series of educational videos on core wealth planning concepts. Stacy Eastland, a member of our Wealth Advisory Services team, introduces the series. | Transcript

1. An Introduction to Wealth Planning

Video Series

2. Goals-Based Wealth Planning
Goals help establish both the strategies and structures that you and your advisors will use to implement your wealth planning.
3. Transfer Taxes and the US Federal Tax Transfer System
An understanding of the US federal transfer tax system can help you and your advisors implement your wealth plan.
4. Reviewing Your Estate Plan
A review of some of the documents you should create to ensure that you and your family are protected and that your assets are distributed according your wishes.
5. Wills, Trusts, Executors and Trustees
Wills and trusts, as well as any stewards designated therein, help ensure that your estate is distributed according to your wishes.
6. Power of Attorney, Living Wills and Guardians
A durable power of attorney, a living will and guardianship documents can help establish who can act on your behalf in financial, health and family matters.
7. Life Insurance and Retirement Benefits
Life insurance and retirement plans can have income tax and estate tax implications.

About the Team

GS Private Wealth Management

In Private Wealth Management, we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. Learn more about our capabilities.

Other Video Series

An Introduction to Advanced Gift Planning Strategies

Implementing advanced gifting strategies can help you, and your family, create integrated wealth management plans that are consistent with your stewardship goals.

Wealth Planning for Owners of Closely-Held Businesses

There are various structures that can be used to operate a closely-held business in the US, each of which comes with its own set of planning opportunities.

Asset Protection Planning

Asset protection planning is an important part of any comprehensive financial plan.

Benefits of Charitable Giving

Perspectives to consider on how to effectively develop and implement a charitable giving strategy.