Surgent's Estate and Life Planning Issues for the Middle-Income Client
Available Until
On-Demand
8.0 Credits
Member Price $159.00
Non-Member Price $234.00
Overview
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.
Highlights
- Changes to the lifetime estate tax exemption in light of proposed regulations
- SECURE 2.0 updates
- More than 20 documents that should be reviewed that are neither a will nor trust
- Applicable rates, and tactics that may be used to minimize them
- Reducing the impact of ancillary administration
- Provisions you need in a will
- When a trust is needed for children
- Durable powers of attorney, for financial matters and for healthcare
- Realistic retirement goals
- Management of insurance: liability, disability, and life
- Dealing with marriage and divorce
- Titling assets effectively
- Developments relative to estate tax, and the implications for planning
Designed For
Accounting and Financial Professionals who advise clients on estate tax planning
Objectives
- Understand estate planning issues unrelated to federal tax planning
- Inventory the documents relevant to estate preservation
- Understand methods of providing for children and the spouse
Notice
“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!
Non-Member Price $234.00
Member Price $159.00