Surgent's Estate and Life Planning Issues for the Middle-Income Client
Available Anytime
Location:
Online
8Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$215.00 Regular Price
Product Code: SU24-PMIC-SSDL
Level: Basic
Vendor: Surgent
Field of Study: Taxes
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. 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 Topics:
- 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
Designed For:
Accounting and Financial Professionals who advise clients on estate tax planningPrerequisite:
NoneAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.