Surgent's Select Estate and Life Planning Issues for the Middle-Income Client

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. Updated for developments relative to estate tax changes.

Prerequisites

None

Objectives

• Understand various documents used in estate planning
• Identify use of trusts and other financial arrangements
• Know what issues clients confront, and potential solutions

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
• Provisions you need in a will
• Trusts and other arrangements for children
• Durable powers of attorney for healthcare and for financial matters
• Realistic retirement goals
• Developments relative to estate tax, and the implications for planning