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Bookstore: Current Issues in Estate Planning for Pets

Current Issues in Estate Planning for Pets

Pets are an important part of the lives of many individuals. Learn more on the protection plans that can be arranged for your pets.If your household is anything like millions of other pet-loving households, you treat...

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

Bookstore: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid...

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

Bookstore: The Mathematics of Estate Planning

The Mathematics of Estate Planning

Understand the importance of mathematically strategic estate planning and how it can impact your clients and your firm. A timely discussion on Mathematics of Estate Planning, and the potential risks, tricks and...

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

Bookstore: Drafting Trusts in Estate Planning

Drafting Trusts in Estate Planning

Learn the fundamentals of trusts in estate planning alongside the different purposes for each trust specifically.Review the use of trusts in estate planning.

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

CLE credit available

Bookstore: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

Gain an understanding of the different designs of trusts centered around Dynasty Trust.Dynasty trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also providing...

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

CLE credit available

Bookstore: Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.

Available as Audio & Reference Manual, MP3 Download

CLE credit available

Bookstore: The Role of Lifetime Gifts in Estate Planning

The Role of Lifetime Gifts in Estate Planning

Gain an understanding of the effective estate planning concepts and techniques for lifetime gifts.Effective estate planning involves more than just the preparation of will and trust that are designed to take advantage...

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

Bookstore: Estate Planning Techniques for Clients with Dementia or Alzheimer's

Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

CLE credit available

Bookstore: Family Limited Partnership Estate Planning Strategies

Family Limited Partnership Estate Planning Strategies

Understanding family limited partnerships for estate planning may save your client's family a considerable amount in estate taxes.Family limited partnerships are still hot estate planning tools.

Available as OnDemand Webinar, MP3 Download, Audio & Reference Manual

CLE credit available

Bookstore: 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 Webinar, MP3 Download, Audio & Reference Manual

CLE credit available

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