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Key Estate Planning Considerations

Ratings and Review

4.6

72 Ratings

Excellent

50

Very Good

18

Average

4

Poor

0

Terrible

0

MW

Mary Walker, Consultant

Jun 11th, 2020

Elizabeth is an excellent instructor. She has great talent and knows how to engage and share her wealth of information at the same time. I give her 10 stars out of 5!

EH

Elliot Hochman, CPA (US), JD

Dec 25th, 2021

Excellent overview of estate planning and essential documents in a 1 hour course. I felt everything was well explained, however, there should be clarification that you do not want an IRA to be paid to a minor through a probate estate. I felt that there should be more discussion of this to avoid adverse tax consequences.

MG

Michael Gandy, CFP® (US), CPA (US), CFA

Jun 16th, 2023

very thorough and engaging - really enjoyed the presentation

JJ

Josh Justin, CPA (US)

Jul 6th, 2022

Webinar speaks to all levels of knowledge

SG

Sonja Giles, Manager

Jul 6th, 2022

Presenter was very informative

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Subject Area

Taxes

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