Select Estate and Life Planning Issues for the Middle-Income Client

Overview

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. Updated for developments relative to estate tax changes.

Highlights

• Changes to the lifetime estate tax exemption in light of proposed regulations • More than 20 documents that should be reviewed that are neither a will nor trust • Provisions you need in a will • Trusts and other arrangements for children • Durable powers of attorney for healthcare and for financial matters • Realistic retirement goals • Developments relative to estate tax, and the implications for planning

Prerequisites

None

Designed For

Accounting and Financial Professionals who advise clients on estate planning

Objectives

• Understand various documents used in estate planning • Identify use of trusts and other financial arrangements • Know what issues clients confront, and potential solutions