Estate and Life Planning Issues for the Middle-IncomeClient

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.

Accounting and Financial Professionals who advise clients on estate tax planning

• 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

• Comprehensive coverage of the One Big Beautiful Bill Act    
• 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