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OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Course, Video, Video, Video, Video, Video, Video

OnDemand Course: Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Any individual who has any assets, regardless of the value, and who has family or loved ones must...

OnDemand Course: Liabilities that Sidestep an Asset Protection Plan

Liabilities that Sidestep an Asset Protection Plan

Be cautious of limits. Be confident when assisting your clients with creating and maintaining an asset protection plan. Many asset protection planners effectively assist their clients with establishing and maintaining...

OnDemand Course: Estate Plan Fundamentals for Farmers

Estate Plan Fundamentals for Farmers

Learn practical farm succession planning techniques to ensure your client's farm goes to the right recipients with little disruption to operation.Estate planning for farmers offers special challenges and opportunities...

OnDemand Course: Inheriting an IRA or Employer-Sponsored Retirement Plan

Inheriting an IRA or Employer-Sponsored Retirement Plan

Gain a thorough understanding of IRAs and inherited IRAs and advise your clients with confidence.This information is specially designed for those who advise their clients on inherited IRA and qualified plan...

OnDemand Course: Estate Plan Fundamentals for Illiquid Assets

Estate Plan Fundamentals for Illiquid Assets

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no...

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Pitfalls to Avoid When Including Benefits to Inherit in an Estate Plan

Gain an understanding on how to include benefits in an estate plan.Estate planning with employee benefits can be very complex and choosing the wrong beneficiary or form of benefit can have unanticipated and unintended...

Available as OnDemand Course, MP3 Download

CLE credit available

Live Webinar: Convergence of Estate Structure and Financial Advice

Convergence of Estate Structure and Financial Advice

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients. Many financial planners assist clients with estate planning, at least at a summary level and...

Live Webinar October 7, 2020 1:00pm EST

CLE, CPE credit available

Live Webinar: Estate Planning Technology: Electronic Wills

Estate Planning Technology: Electronic Wills

Learn the difference between an electronic will and a traditional will and how electronic wills work in a modern society. Electronic wills have become a hot topic in recent years, and especially during the pandemic.

Live Webinar October 13, 2020 1:00pm EST

CFP, CLE, CPE credit available

Live Webinar: What Ancillary Probate Is and How to Avoid It

What Ancillary Probate Is and How to Avoid It

Learn about ancillary probate and best practices to avoid it in estate planning. Ancillary probate refers to the process of changing ownership of a piece of property in a state other than where a person lives and dies.

Live Webinar November 6, 2020 1:00pm EST

CLE credit available

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