Estate Planning

Estate Planning

To order, please call (800) 345-5669 or (727) 853 - 0575

CodeESTPLNG

There is a widespread misconception that "estate planning” is of importance only to the wealthy. This is due, in part, to the emphasis of the financial service industry on planning for estate taxes, which only concern larger estate owners. The truth of the matter is, every person, young or old, who has a family or owns property, needs an estate plan. A good estate plan will allow a person to reach desired economic, legal, and personal objectives. Estate Planning is an educational tool to help financial advisors through the maze of programs, rules and regulations that affect many if not all of their clients, their spouses and dependents.

The course is broken down into four sections. The first section will cover the basics, i.e. why planning is essential, and the fundamental elements; Property; Probate; Wills; as well as planning for Incapacitation. The second section continues by discussing estate taxation and analysis. The third section will review trust planning; introducing the various trusts available. Section four focuses on advanced strategies: GRATS, IDGTs, FLPs, Assets, U.S. Citizens, Resident Aliens, and Charitable Giving.


No recommended products at the moment.
No recommended products at the moment.