Description

Have questions about what happens after a client or one of a client's loved ones passes? Unsure of the decisions your clients or other beneficiaries face? This presentation equips you with the knowledge to navigate this sensitive time.

In this webcast, you will:

- Learn about crucial decisions for heirs and fiduciaries

- Explore the power of disclaimers in estate planning

- Understand essential tax filings

- Gain clarity on key post-death elections specific to your client's situation

You'll be able to take control and ensure a smooth process for your clients and their loved ones through this difficult time.

This event is CFP-eligible.

Target Audience

Tax professionals who serve individual clients

CPA financial planners and other professional financial planners

- Practitioners who provide Tax, retirement, estate, investment and/@or Risk management planning services

Course Objectives

- Distinguish the many important decisions that can and should be made by the heirs and fiduciaries of a decedent.

- Analyze how disclaimers work, and the many planning opportunities they present.

- Determine the tax returns that must be filed after a decedent's death to address the proper administration of the estate.

- Differentiate the key unique post-death elections and decisions that should be considered for a decedent client.

Subjects

critical actions that need to be taken When your client passes away

Guiding the heirs and fiduciaries of the decedent

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning