Integrated Estate, Financial, and Asset Protection Planning - A Breakthrough Approach

Overview

You could pay $0 for this course!

Estate planning, financial strategizing, and asset protection aren't isolated endeavors; they intricately intertwine, each exerting significant influence on the others. This course unveils the intricate web of relationships between these planning facets and imparts the essential sequence for orchestrating planning endeavors within them. This comprehensive course addresses special scenarios like single-parent considerations within this comprehensive framework. Practitioners seeking to provide comprehensive planning services to their clients will find this course an indispensable addition to their skillset. 

This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-9344. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.

Highlights

? Initiating a “total plan” (in a nutshell) ? Managing risk within the total plan ? Life insurance—needs analysis and tax concepts ? Tax benefits in education planning ? Planning for disability ? Basic issues in planning for death ? Planning for IRA and qualified plan distributions ? Estate/financial/asset protection intake issues

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Objectives

At the end of this course, you will be able to: ? Identify the profound interplay between estate planning, financial planning, and asset protection planning techniques, and their repercussions for client welfare. ? Discuss the above understanding as a sophisticated methodology to comprehensively address clients’ holistic planning requisites