Select Estate and Life Planning Issues for the Middle-Income Client
December 1st, 2023 - December 1st, 2023 @ 9:00am-12:30pm
| Member Price | $279 |
| Non-Member Price | $379 |
| If you are a member, please login to activate member pricing. | |
Credits
4Description
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.Objectives
Understand various documents used in estate planning
Identify use of trusts and other financial arrangements
Know what issues clients confront, and potential solutions
Major Subjects
Comprehensive coverage of the Inflation Reduction Act of 2022 and the SECURE Act 2.0
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