Estate Planning Financial Instruments: Aligning Expertise With Emerging Rules and Trends

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While estate planners are experts in navigating the legal complexities of wealth transfer, a deeper understanding of investment strategies can significantly enhance their clients' outcomes. This course is a rapid-fire review of the current financial planning tools and rules that affect estate plans. Give real and current context to your estate planning tactics - register today! Get an overview of the plethora of current portfolio analysis tools and learn to eke out meaning from blunt numbers. Review major asset types and their common tax implications. Build synergies with your clients' financial adviser teams: learn how to speak their language. Learn how to tailor your estate plans to complement your clients' assets, goals, and risk tolerance levels. Show more