Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.
DESIGNED FOR
Accounting and Financial Professionals who advise clients on estate tax planning
BENEFITS
- Understand estate planning issues unrelated to federal tax planning
- Inventory the documents relevant to estate preservation
- Understand methods of providing for children and the spouse
HIGHLIGHTS
- Comprehensive coverage of the One Big Beautiful Bill Act
- More than 20 documents that should be reviewed that are neither a will nor trust
- Applicable rates, and tactics that may be used to minimize them
- Reducing the impact of ancillary administration
- Provisions you need in a will
- When a trust is needed for children
- Durable powers of attorney, for financial matters and for healthcare
- Realistic retirement goals
- Management of insurance: liability, disability, and life
- Dealing with marriage and divorce
- Titling assets effectively
- Developments relative to estate tax, and the implications for planning
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
- Qualifies for CFP credit
- Qualifies for IRS credit