Estate planning is a complex process that involves issues far beyond the technical legal aspects of community property laws or tax treatment of assets. Finding appropriate solutions to clients’ estate issues should involve planning for a range of considerations while they are alive, including the drafting of wills, setting up trusts, and examining all sorts of relationships and goals. At death, a whole other set of considerations will arrive, including estate administration, tax payments and how to actually distribute property. Are you helping your clients consider the whole picture?
This two-day, eight-hour program provides the practitioner with a look at how to incorporate estate planning, estate administration and tax compliance into one’s practice. From utilizing charitable donations and considering life insurance to preparing for “death taxes” and retirement plan distributions, our Life Cycle Planning Virtual Boot Camp will prepare you for how to best prepare your clients for these crucial life planning decisions.