Estate Planning
A 50 State Review of ABLE Act 529A Accounts (Journal Article)
This article appeared in the March 2018 Journal of Financial Service Professionals.
Estate Planning
Common Issues Involving Unusual Assets: What Estate Planners Need To Know (ALI CLE On-Demand)
By clicking “Buy Now” you will be redirected to ALI CLE to complete your purchase.
Estate Planning
Data Scraping and People Analytics: What Every Estate Planner Needs to Know (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Estate Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
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 [...]
This article appeared in the May 2020 Journal of Financial Service Professionals.
Estate Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Estate Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Program Overview Financial and societal shifts in planning (including estate tax changes and demographic trends have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into [...]
Estate Planning
This article appeared in the September 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Estate Planning
Program Overview Hear valuable information on giving vehicles, tax-savings opportunities, and unique philanthropic initiatives for your clients. Learn about the advanced charitable planning techniques that are favorable in today’s economic environment. Review sophisticated charitable planning techniques with a special emphasis on creative uses of private foundations, donor-advised funds, charitable remainder trusts, and advanced charitable estate [...]