Overview
Have questions about what happens after a client or one of a client's loved ones passes? Unsure of the decisions your clients or other beneficiaries face? This presentation equips you with the knowledge to navigate this sensitive time.
In this webcast, you will:
Learn about crucial decisions for heirs and fiduciaries
Explore the power of disclaimers in estate planning
Understand essential tax filings
Gain clarity on key post-death elections specific to your client's situation
You'll be able to take control and ensure a smooth process for your clients and their loved ones through this difficult time.
This event is CFP-eligible.
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning
Objectives
- Distinguish the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.
- Analyze how disclaimers work, and the many planning opportunities they present.
- Determine the tax returns that must be filed after a decedent's death to address the proper administration of the estate.
- Differentiate the key unique post-death elections and decisions that should be considered for a decedent client.
Highlights
Critical actions that need to be taken when your client passes away
Guiding the heirs and fiduciaries of the decedent
