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20 Estate Planning Mistakes to Avoid - On-Demand
Course Information
Content Level: Advanced
NAPFA Subject Area: F-Estate Planning
Course Description
Review 20 errors frequently made in the estate planning process. Advisors can avoid such errors by establishing a process to regularly review client estate documents, reviewing beneficiaries, leveraging estate planning techniques such as exclusions for paying for higher education and healthcare for loved ones, and understanding tax and investment related decisions surrounding the death of a client or a client’s spouse.
Availability: On-Demand
Cost: Member: $39.00
Non-Member: $59.00
Credit TM Offered:
1 CME Credit TM
2 CMLE Credit TM
Contains: 2 Courses

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