Non-citizen spouses, adoption, cohabitation, pets, blended families, and community property are all issues that may affect your clients’ financial and estate plans when they are temporarily, intermittently, or permanently incapacitated.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course will equip you with the knowledge you need to help your clients plan for these possible situations. As the personal financial planner, you must be adept in navigating these and other new and oftentimes unchartered waters to avoid intervention by a court and the appointment of a guardian or conservator, which could be required if not planned for appropriately.
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.