Self-Study

Surgent's Estate and Life Planning Issues for the Middle-Income Client

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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

• Comprehensive coverage of the One Big Beautiful Bill Act.
• 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 objectives

• 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.

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $159.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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