Financial advisers are the key connector between their clients’ ability to realize and achieve the true purpose of their wealth, and can bring a crucial component into their client’s full financial picture—charitable giving and legacy. In this session, you will learn the value in bringing the charitable conversation to your clients, how to engage in a charitable conversation to uncover your clients’ goals and values, and how to determine which giving vehicles are most appropriate for individual client needs. You will also learn about donor-advised funds, the fastest growing giving vehicle, touted for their simplicity, flexibility, and tax-effectiveness.
Participants will learn of the new federal and state regulatory schemes, which require financial planners to serve as the frontline defense against financial exploitation of the elderly and other protected persons. After a review of the new regulations, a comprehensive plan will be suggested to achieve regulatory compliance and allow for the best chance of a successful incompetency planning and transition of assets to the next generation. Estate planning and client retention issues, along with practical guidance on dealing with these delicate issues on an ongoing basis, will be addressed.
Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject
What do you do when a client tells you that they are likely to die within the next 90 days? What estate planning tools and documents should be recommended. How can you motivate a client to act. In this session, learn how financial planners can help clients and families through this difficult time by identifying needed estate planning tools and documents, knowing what income and estate tax issues and strategies to use, and selecting and appointing the appropriate person to make the important decisions.
Recommend estate planning documents and tools needed when a client is terminally ill with shortened life expectancy.
Develop income and estate tax strategies for terminally ill client.
Develop estate plan that meet client's objectives and that will not be subject to challenge.
20% of men in second marriages marry someone who is at least ten years younger than them. Dad’s marriage to a woman 10 years his junior has created heartburn for many children who have been anticipating a larger and quicker inheritance. This presentation will discuss the rights immediately acquired by a new spouse and how those rights can be limited.
Understand the claims that a new spouse has against the assets of their nerw spouse
Understand how to eliminate or reduce the rights and claims of a new spouse
Understand the importance of ERISA and pre-nuptial waivers in new marriages
Join April's Journal of Financial Planning contributor Philip Herzberg, CFP, CTFA, AEP, and Sheryl J. Manning, PL, as they discuss how planners can guide clients through their estate planning and help them shift their methods based on the Tax Cuts and Jobs Act (TCJA). This discussion will include an audience Q and A, and be moderated by Terry Bradford-Crane, MBA, Candidate for CFP Certification.
Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.
Formats Available: Streaming, Live Event + Archive
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