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This article appeared in the September 2021 Journal of Financial Service Professionals. 

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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.

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This article appeared in the January 2021 Journal of Financial Service Professionals. 

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This article appeared in the November 2020 Journal of Financial Service Professionals. 

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This article appeared in the September 2020 Journal of Financial Service Professionals. 

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This article appeared in the November 2018 Journal of Financial Service Professionals. 

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By clicking “Buy Now” you will be redirected to NBI CLE to complete your purchase.

  • Course ID: 81776

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This article appeared in the July 2021 Journal of Financial Service Professionals. 

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These articles are reprinted with permission from the Journal of Financial Service Professionals.

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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 [...]