Esare and Life Planning Issues for the Middle-Income Client
June 10th, 2024 - June 10th, 2024
| Member Price | $279.00 |
| Non-Member Price | $379.00 |
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Credits
8Description
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.Objectives
- 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
Major Subjects
- Changes to the lifetime estate tax exemption in light of proposed regulations
- SECURE 2.0 updates
- 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