Estate Planning for Scientologists
This webinar is the 5th in an ongoing series exploring how estate planners can tailor estate, financial, charitable, and related planning, and drafting to reflect a client’s particular religious beliefs. One goal of this series is to promote diversity and inclusion, and enhance understanding of other faiths.
Estate Planning Roadmap—Part 2
In this world of constant uncertainty, only one thing is clear, planners need a roadmap in order to be successful in crafting strategies to preserve and protect their clients’ wealth.
Estate Planning Roadmap—Part 1
While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challenges to estate planners have become ever more complex. This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act, with consideration of these newer developments and trends affecting income tax planning, asset protection planning, drafting conventions and more.
Life and Death Planning for Retirement Benefits
Digital Subscription | by Natalie Choate
For more information, visit RetirementBenefitsPlanning