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Select Estate and Life Planning Issues for the Middle-Income Client (PMI4)

  • Format Self-Study Download
  • Credits 4.00
  • Level Basic
  • Field of Study Taxes (4)

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.



Major Topics:

  • 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

Learning Objectives:

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

Who should take this course:

Accounting and Financial Professionals who advise clients on estate planning

None

None

Yes

No

No

QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
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