Highlights
• Getting your clients' affairs in order-asset ownership, avoiding probate, and beneficiary designations
• Coordinating the planning for gift, generation-skipping, estate, and income taxes using disclaimers and portability, QTIP, and QDOT elections
• Investment assets-which ones to sell and which ones to hold
• Retirement assets and tax bracket management
Objectives
• Determine how to help the client's family through the maze of decisions during this difficult transition
• Recognize the opportunities and mistakes that frequently occur during the client's final days
• Identify the wealth creation and preservation techniques best suited for your client's situation
