As trusted financial professionals, accountants and Certified Financial Planners (CFPs) are often the first line of guidance for clients facing the complexities of estate planning and end-of-life decisions. With evolving regulations, tax codes, and client expectations, staying current on best practices is not just beneficial—it’s essential. This webinar is specifically designed for financial professionals who want to deepen their understanding of the legal and financial elements involved in legacy planning.

You’ll gain practical insights into the state of estate taxes, the use and structuring of wills and trusts, and how to effectively incorporate durable powers of attorney and advance directives into your client planning conversations. We’ll also address how to manage digital assets, plan for clients’ pets, and implement advanced strategies to optimize outcomes and reduce tax exposure. Whether you’re guiding high-net-worth clients or families with more modest estates, this session will enhance your ability to provide comprehensive, forward-thinking advice.

Areas covered in this webinar:-

• The state of estate taxes
• Wills and trusts
• Durable powers of attorney and advance directives
• Dealing with digital assets
• Providing for pets after you die
• Special planning techniques

Strengthen your ability to guide clients through complex end-of-life planning with confidence and compliance, while earning valuable continuing education credits.

Why Should You Attend?

• Gain clarity on current estate tax regulations and their implications for client planning.
• Explore effective tools such as wills, trusts, and advance directives to protect client assets.
• Learn how to handle digital legacies, care directives for pets, and other non-traditional planning needs.

Who Will Benefit:-

• Accountants
• Certified Financial Planners (CFPs)
• Estate Planning Attorneys
• Tax Advisors
• Wealth Managers
• Trust Officers
• Financial Advisors
• Insurance Professionals
• Elder Law Attorneys
• Probate and Trust Administrators.