Thomas Schulte, CFP® | Source | Partner & Director of Financial Planning at Napier Financial

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Thomas Schulte, CFP®

Partner & Director of Financial Planning at Napier Financial
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Thomas Schulte is a CERTIFIED FINANCIAL PLANNER™ practitioner, specializing in comprehensive planning for high net worth families across the United States. By bridging the communication gap between parents, grandparents, trustees and the next generation on complex concepts such as portfolio construction, tax planning, private investing, estate planning provisions, philanthropic endeavors and more - families are enabled to live lives of greater comfort and confidence.

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  • Expert Insights: Choosing and Managing Beneficiaries in Estate Planning
    Thomas advises that beneficiaries can be changed anytime if the donor is alive and competent. "Charitable entities can be beneficiaries, offering tax benefits." He emphasizes reviewing asset titles and beneficiaries to ensure intentions are met. The choice of beneficiaries impacts how assets are allocated, with considerations varying based on the donor's and beneficiaries' time horizons and tax implications.
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