Overview
-
-
What is an estate plan?
16 mins
-
Estate settlement funnel
28 mins
-
Understand the documents required for planning
38 mins
-
Provide funds required to maintain heir's standard of living
57 mins
-
Qualified retirement plans
71 mins
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 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.
Estate planning has many intricacies that many including clients do not want to deal with. As a tax planner or someone involved with those that 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.
Learning Objectives
- To discuss some of the estate planning techniques used by experts.
- To compare and contrast methods for avoiding common mistakes.
- To develop checklists, and samples of relevant documents to help you perform estate planning professionally.
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 with its Tools & Techniques.
Who Should Attend?
- Annual Filing Season Program
- Bookkeepers & Accountants & Tax Preparers
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- Entrepreneurial CPA
- Maryland Tax Preparers
- Oregon Tax Preparers
- Tax Accountant (Industry)
- Tax Attorney
- Tax Director (Industry)
- Tax Firm
- Tax Managers
- Tax Practitioners
- Tax Preparer
- Tax Professionals
- Tax Pros
- Trust & Estate Tax Professional
- Young CPA