Surgent's Estate and Life Planning Issues for the Middle-Income Client (PDF Download)

Overview

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Continually updated with the latest guidance.

Highlights

• Comprehensive coverage of the One Big Beautiful Bill Act
• SECURE 2.0 updates
• More than 20 documents that should be reviewed that are neither a will nor trust
• Applicable rates, and tactics that may be used to minimize them
• Reducing the impact of ancillary administration
• Provisions you need in a will
• When a trust is needed for children
• Durable powers of attorney, for financial matters and for healthcare
• Realistic retirement goals
• Management of insurance: liability, disability, and life
• Dealing with marriage and divorce
• Titling assets effectively
• Developments relative to estate tax, and the implications for planning
  
  
  

Prerequisites

None

Designed For

Accounting and Financial Professionals who advise clients on estate tax planning

Objectives

• Understand estate planning issues unrelated to federal tax planning
• Inventory the documents relevant to estate preservation
• Understand methods of providing for children and the spouse

Preparation

None