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

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.

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