24SS-0335: Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
8 CPE (8 technical)  |  8 IRS CE

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.

Major subjects

• Changes to the lifetime estate tax exemption in light of proposed regulations
• SECURE 2.0 updates
• More than 20 documents that should be reviewed that are neither a will nor trust
• Applicable rates, and tactics that may be used to minimize them
• Reducing the impact of ancillary administration
• Provisions you need in a will
• When a trust is needed for children
• Durable powers of attorney, for financial matters and for healthcare
• Realistic retirement goals
• Management of insurance: liability, disability, and life
• Dealing with marriage and divorce
• Titling assets effectively
• Developments relative to estate tax, and the implications for planning

Learning objective(s)

• Understand estate planning issues unrelated to federal tax planning
• Inventory the documents relevant to estate preservation
• Understand methods of providing for children and the spouse

Who should take this program?

Accounting and financial professionals who advise clients on estate tax planning

Fees

Standard Member Fee	$159.00
Standard Nonmember Fee	$159.00

Related programs

Sep. 23, 2024 | Estate and Financial Planning for the Older Client | Webinar

Sep. 25, 2024 | Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area | Webinar

Sep. 26, 2024 | Comprehensive Estate Planning: Administration and Postmortem Strategies | Webinar

Oct. 1, 2024 | Nuts and Bolts of Estate Planning: Analyzing Your Client's High-End Needs | Webinar

Oct. 3, 2024 | Nuts and Bolts of Estate Planning: Practical Modeling | Webinar

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Surgent's How to Settle an Estate: An Overview | Self-Study (Downloadable PDF)

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Surgent's Select Estate and Life Planning Issues for the Middle-Income Client | Self-Study (Downloadable PDF)

Surgent's Select Estate and Life Planning Issues for the Middle-Income Client | Self-Study (On-Demand)

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