Buxmont: Estate & Life Planning Issues for the Middle Income Client (Surgent)

Registration begins at 7:00 a.m.

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
Designed for: Accounting and Financial Professionals who advise clients on estate tax planning.