Understanding how different asset types are taxed is essential for effective long‑term planning. In this eight‑part video series, Chapman’s Trusts and Estates practice group leader Rebecca Wallenfelsz teams up with Mike Jankowske, founder of the Hamelind Group, to break down the major “tax buckets” that shape wealth management decisions.
Viewers will find clear explanations of each bucket—from tax‑qualified and non‑qualified deferred assets to tax‑exempt, taxable, and trust‑based strategies—along with practical approaches to help minimize tax liabilities and enhance wealth transfer. The series concludes with a case study illustrating how these strategies can work together in practice.
This resource is designed for anyone planning for the future or looking to optimize their current wealth strategy, offering accessible guidance from two experienced advisors.
Watch the video series and learn more here.
