NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.
This article appeared in the November 2018 Journal of Financial Service Professionals.
This article appeared in the July 2021 Journal of Financial Service Professionals.
Overview Lost among the chaos of 2020 is a massive shift in estate planning that could only further be uprooted with the tax and administrative changes proposed from the Biden Administration. While the SECURE Act grabbed headlines because it changed trust and beneficiary planning for many retirement accounts, including the removal of the stretch IRA [...]
Program Overview Traditional estate and financial planning strategies no longer apply to today’s “modern” families. This presentation will review how the definition of “family” has evolved over the decades and the planning strategies unique to blended families, same-sex married couples, and “I Do Not” couples. Attendees will learn: How the definition of “family” changes the [...]