Tour of Estate Planning Tools & Techniques 1.5 Credits
Analyzing and Comparing Tools & Techniques on Specific Criteria
Learning mode
Have you considered what will happen to your money after you’re gone?Â
Plenty of people focus most of their energy on making more money now and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.
But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.
Estate planning provides families with a great opportunity to be prepared for unexpected incapacity and death.Â
Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for retirement planning our futures.
Simply put, why bother with estate planning – easy, you get to plan where your money goes, how it gets invested, how to minimize tax implications, and heaven forbid incapacity or death, someone else gets your money other than Uncle Sam.
Estate planning has many intricacies that many including clients do not want to deal with. As a tax planner or someone involved with those who seek retirement, future planning is crucial for creating liquidity and a legacy and this CPE course on estate planning helps you deal with that.
An estate plan can include many different types of documents, including wills and trusts. There are so many different tools that will allow you to have a comprehensive and customized estate plan.
This Estate Planning CPE webinar is meant to illustrate the tools to handle the estate planning process and review some challenges.
Key topics discussed in this Tax Course:
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MB
Very polished overview presentation. The handouts were very effective and will be great tools to interface with clients.
KO
This was a very practical session for anyone. He has a good lecturing style that holds your interest.
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.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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