Select Estate and Life Planning Issues for the Middle-Income Client
Overview
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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 SECURE 2.0 updates
- 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
Preparation
None
Leader(s):
- Kevin MIller, Surgent McCoy
Non-Member Price $234.00
Member Price $169.00