Estate planning is the cornerstone of any personal financial plan. An estate plan that is not coordinated with the overall personal financial plan may inadvertently derail other planning objectives.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course covers the correct application of estate planning strategies that can greatly enhance the client’s personal financial plan. Estate planning strategies addressed in this CPE course cover a wide range of personal financial planning goals, including:
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.