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A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Have you considered what will happen to your money after you’re gone?

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. 

Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for 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.

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.

The goal of this CPE Estate Planning webinar is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

Learning Objectives

  • To discuss Estate Planning.
  • To discuss how to create a learning pathway for each to implement the estate administration decisions.
  • To illustrate to clients effectively how to preserve their assets under current law.
  • To analyze how to save significant amounts of time with exclusive estate planning tools.

Recommended For

  • In this IRS Approved CE course for AFSP, CPA (US), EA, CTEC ChFC, FSCP, CASL, ChSNC, RICP, WMCP, Tax Professionals, and Other Professionals who want to help their clients in managing Estate Planning.

Who Should Attend?

  • Accountant
  • California Registered Tax Professional
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Senior Advisor
  • CPA