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$129.00 $89.00

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 [...]

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals. 

$130.00

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 [...]

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$129.00 $0.00

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 [...]

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$129.00 $0.00

Program Overview Individuals have long sought to maximize gifts to charities through the use of irrevocable trusts, some of which may last decades or longer.  But what happens when the terms of those trusts become outdated?  When the charitable purposes would be best served through a change to those terms?  When changing circumstances require enhancement [...]

$19.00

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

$19.00

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

$19.00

Electronic will laws do not eliminate current law regarding will execution or notary standards. Instead, they simply add another tool in a financial institution’s toolbox to help facilitate estate planning locally and globally. In addition to easier access for most Americans who otherwise would not undertake going to a lawyer’s office, physical presence is not [...]

$19.00

This article appeared in the March 2019 Journal of Financial Service Professionals.

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$129.00 $89.00

Program Overview A note sale of an appreciating asset to an Intentionally Defective Grantor Trust (IDGT) is a planning strategy that can help to minimize estate and gift taxes. An individual sells their assets to the IDGT, commonly using an installment note at fair market interest.  A potential disadvantage of an installment sale to a [...]

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals.

$89.00

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