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OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Course, Video, Video, Video, Video, Video, Video

OnDemand Course: Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Any individual who has any assets, regardless of the value, and who has family or loved ones must...

OnDemand Course: Liabilities that Sidestep an Asset Protection Plan

Liabilities that Sidestep an Asset Protection Plan

Be cautious of limits. Be confident when assisting your clients with creating and maintaining an asset protection plan. Many asset protection planners effectively assist their clients with establishing and maintaining...

OnDemand Course: Estate Plan Fundamentals for Farmers

Estate Plan Fundamentals for Farmers

Learn practical farm succession planning techniques to ensure your client's farm goes to the right recipients with little disruption to operation.Estate planning for farmers offers special challenges and opportunities...

OnDemand Course: Inheriting an IRA or Employer-Sponsored Retirement Plan

Inheriting an IRA or Employer-Sponsored Retirement Plan

Gain a thorough understanding of IRAs and inherited IRAs and advise your clients with confidence.This information is specially designed for those who advise their clients on inherited IRA and qualified plan...

OnDemand Course: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Gain an understanding on how to include benefits in an estate plan.Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and unintended...

Available as OnDemand Course, MP3 Download

CLE credit available

Live Webinar: Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

Learn how to effectively plan with intentionally defective grantor trusts and know the tax issues related to them. Intentionally, defective grantor trusts are a common topic of discussion among estate planners and are...

Live Webinar March 24, 2021 1:00pm EST

CLE, CPE credit available

Live Webinar: The Post-Divorce Checklist: The Obvious and Not So Obvious

The Post-Divorce Checklist: The Obvious and Not So Obvious

Ensure nothing slips through the cracks for your clients, post-divorce. Recently divorced individuals may not be in the mindset to move on. Once a divorce is final, they may want a break from paperwork, lawyers and...

Live Webinar February 11, 2021 1:00pm EST

CFP, CLE credit available

OnDemand Course: Leaving the Loot: Estate Planning for the Young and Wealthy

Leaving the Loot: Estate Planning for the Young and Wealthy

Understand strategic, money-saving ways to help your clients plan for the future when they are young and wealthy. Planning for death or disaster is low on the list of ways people want to spend their time - especially...

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