Use Options for Better Estate Tax Planning, with Tax-Smart Downside Protection

Adaptive risk analytics can help advisors lock-in gains on winners with fewer taxable sales and more cost-effective hedges.

Clients rely on you for help with tax-efficient estate planning and coordination with tax professionals. You may get an edge on estate planning via options strategies that can help clients pass along assets with significant gains on a stepped-up basis, while protecting the downside until the assets are transferred.

Adaptive’s powerful Risk Contribution and Shield analytic tools can help you identify opportunities for more efficient hedging using index options, sometimes even for concentrated holdings.

Join Adaptive’s important webinar as options pro Mike Tosaw demonstrates how Adaptive’s proprietary tools let you lock-in gains, manage market risk, minimize taxes, and earn extra income, while anticipating the estate step-up.