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

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. Updated for developments relative to estate tax changes.

Highlights

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 Provisions you need in a will
Trusts and other arrangements for children
Durable powers of attorney for healthcare and for financial matters
Realistic retirement goals
Developments relative to estate tax, and the implications for planning

Prerequisites

None

Designed For

Accounting and Financial Professionals who advise clients on estate planning

Objectives

Understand various documents used in estate planning
Identify use of trusts and other financial arrangements
Know what issues clients confront, and potential solutions

Preparation

None

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Kevin Miller

Leader Bios

Kevin Miller

Kevin is a graduate of Western Michigan University in Kalamazoo, Michigan, where he studied Accounting and Finance. Kevin joined TruNorth Capital in 2019 with approximately 15 years of industry experience. He is a licensed Certified Public Accountant (CPA) in the state of Michigan. He carries the Certified Financial Planner™ designation (CFP®). Professionals carrying the CFP® designation have completed extensive training and experience requirements and are held to rigorous ethical standards. Kevin also carries the Certified Private Wealth Advisor® designation, which expands on the complexities many families face when creating their financial goals.

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