Webcast: Top 10 Things Financial Planners Need to Know About Estate Planning
Clients believe that estate planning is only for the wealthy. This isn't the case. Estate planning involves personal issues that affect everyone, even when the estate tax doesn't apply. Learn strategies to fairly pass assets to future generations; provide education benefits; distribute retirement benefits, and provide a charitable legacy. Estate planning has a renewed focus. All practitioners should be familiar with the vernacular, acronyms and techniques.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617