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Personal legacy planning Estate tax exemption sunset: What you need to know now

The 2017 Tax Cuts and Jobs Act raised estate tax exemption levels significantly, but it’s due to sunset in 2025. Congress could act to maintain them, but you should plan now for any outcome.

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Investment strategies Art and taxes: Tips for investing in art

Art is a common collectible for individuals and families with significant wealth. But collecting art can provide more than just aesthetic enjoyment. It can also offer potential return on investment and tax benefits.

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Business founders Business owner planning: Integrating your business and personal wealth

For families with significant wealth, integrating personal and business wealth is key to the success of both the business and the family legacy.

Next generation wealth How parents can help kids avoid the entitlement trap

Parents want their children to grow up to be well-adjusted adults—and that starts with understanding where their perspectives about money come from. These tips can help parents build an environment of appreciation, not entitlement.

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Family office trends 7 things to look for in a family office CEO

A family office CEO is more than an administrator. They often become an extension of a family. Here are seven factors to consider when hiring a family office CEO.

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Personal legacy planning Family capital: What it is and how to build it

Families with significant wealth should have a comprehensive strategy for intergenerational wealth transfer. A key part of that is building family capital, which involves educating family members and ensuring they’re aligned on its wealth preservation philosophy.


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The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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