Secure Your Legacy: Estate Planning Strategies for Financial Advisors

Learning Objectives

• To analyze if proper prior planning is not done, estate and inheritance taxes, can significantly reduce legacy
• To inspect the impact of estate and inheritance taxes on the legacy.
• To explain why including estate planning will make you a better fiduciary.
• To compare and contrast trust from estates.

Course Description

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

This course is valid up to December 31st, 2024 for CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.

Are you interested in a CPE webinar that can help you understand estate planning better and help you serve your clients more effectively? Estate planning has become a buzzword for every financial advisor, and with good reason. With the right planning, your client's legacy can be protected from estate and inheritance taxes.

This online webinar by Drew Stevens will provide you with insights into estate planning that can help you serve your clients better. As a financial advisor, you are in a unique position to help your clients plan for the future and assemble all the necessary professionals to create a fully funded family estate plan.

During the CPE Finance webinar, you will learn about the importance of proper prior planning and why including estate planning will make you a better fiduciary. You will also get a chance to compare and contrast trusts and estates, providing you with the knowledge you need to help your clients navigate the estate planning process with confidence. Don't miss out on this opportunity to enhance your estate planning skills and provide your clients with better service.

Key Topics discussed in this webinar:

• What is Estate Planning?
• Three Steps in Estate Planning
• An Overlooked Fact…
• Importance to Advisors
• Holistic Planning Tools 
• Generational Estate Planning
• Failing to Plan Can Be Expensive
• Medical Preparedness
• Caring for Heirs
• Life Happens, Don’t Forget
• Last Will and Testament
• Why Probate?
• Why a Will?
• Avoiding Probate
• Revocable Living Trust
• Special Needs Trusts

Overview

• What is Estate planning?

  5 mins
• An overlooked fact

  16 mins
• Generational estate planning

  23 mins
• Caring for Heirs

  33 mins
• Life happens. Don't forget.

  40 mins
• Avoiding probate

  48 mins
• Things to consider

  52 mins