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Dynasty trusts protect a family's assets over generations, and they can solidify an advisor's relationship with the heirs through the years.
The current estate tax laws are very friendly, but that doesn't mean clients are off the hook when it comes to estate planning. Many tax and non-tax complications still exist as well as uncertainty about what will happen after 2012.
Master the basics of estate planning and you will assist your clients as well as the other professionals involved in their estate-planning process. Use this comprehensive 10-step estate plan review checklist to coordinate your client's wishes and strengthen ties with their attorneys.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025