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

  • Format Live Seminar
  • Credits 8
  • Level Basic
  • Field of Study Taxes (8)

To register for a live seminar, visit the sponsoring state society’s website.

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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.

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
  • 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

Learning 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

Who should take this course:


Accounting and Financial Professionals who advise clients on estate tax planning

None

None

Yes

Yes

No

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