This session was designed for you to understand the emotional aspects of estate planning and how family dynamics play an important role.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify the core estate planning documents.
- Analyze modern estate planning techniques in the context of current federal and state tax regime.
- Develop tailored strategies to address complex family dynamics.
Major Topics
- Basic understanding of critical estate planning documents.
- Understanding of various estate planning techniques in light of current estate tax regime.
- Review of ways professionals can approach complicated family situations to ensure a smooth estate transition.