Webcast: Top 10 Things Financial Planners Need to Know About Estate

Your clients need sound advice on transferring their assets to heirs, whether or not they are subject to estate tax. Build your understanding of the players on your clients' estate planning team and become familiar with the issues that can cause difficulties in transferring your clients' estates to their chosen beneficiaries. This course explains the basic theory of trust funding and how the asset mix affects the overall plan. It also explains portability and how the election works.