- December 4, 2020
- 3:00 pm ET / 2:00 pm CT / 1:00 pm MT / 12:00 pm PT
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
Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)
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 2020 Journal of Financial Service Professionals.
This article appeared in the September 2020 Journal of Financial Service Professionals.
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.
Estate Planning
This article appeared in the September 2020 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
Program Overview Owners of family businesses are challenged to navigate the many complex issues involved when transitioning the business from one generation to the next, including maintaining control during life, being fair to family members not in the business, and managing tax-related concerns. Traditional methods of transition range from a will to more complex planning [...]
Estate Planning
This article appeared in the September 2020 Journal of Financial Service Professionals.