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

WS1028  |  Course  |  Basic  |  Scheduled

Description

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 clie

Credits

Number of Credits Type of Credits
4.00 Taxes

Designed For

Accounting and Financial Professionals who advise clients on estate planning

Prerequisites

None

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

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

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird)
$159.00
Non-Member (Early Bird)
$159.00
Member
$159.00
Non-Member
$159.00
Your Price: $159.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.