Register now to learn the correct application of estate planning and gift strategies that can greatly enhance the client's personal financial plan.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
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:
Part of most estate planning considerations, gifting strategies will also be discussed in this course.
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
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