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OnDemand Course: Drafting Tips for Tax Reduction

Drafting Tips for Tax Reduction

Learn more ways to help your clients with the changes specific to estate and GST tax exemptions.Among the sweeping changes brought about by the new tax law, the doubling of the estate and generation-skipping transfer...

Live Webinar: Estate Planning Considerations for Soldiers and Their Families

Estate Planning Considerations for Soldiers and Their Families

Understand the importance of having a current and appropriate estate plan in place and avoid potential issues that may be encountered. Many military personnel and their families are unaware of the complex issues they...

Live Webinar October 27, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Modern Life Insurance Illustrations: Legitimate Uses, Questionable Practices, and Practical Alternatives

Gain an understanding of the life insurance illustration and ensure that life insurance product recommendations are in your client's best interest.Significant changes to the definition of life insurance, together with...

Available as OnDemand Course, MP3 Download

OnDemand Course: Estate Planning Before 2026 (and Beyond) for Married Couples

Estate Planning Before 2026 (and Beyond) for Married Couples

Plan accordingly with your spouse to take advantage of exemptions and benefits.This topic will cover the fundamentals and fine points of estate tax planning for married couples, whether a first or subsequent marriage.

Available as OnDemand Course, Video, Video, Video

OnDemand Course: Estate Planning for the Family Vacation Home

Estate Planning for the Family Vacation Home

Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.

Available as OnDemand Course, Video, Video, Video

OnDemand Course: ABLE 529A: A New Option for Disabled Americans

ABLE 529A: A New Option for Disabled Americans

Understand regulations and requirements of being an ABLE provider as well as eligibility requirements for your clients.This topic will provide an overview of the Achieving a Better Life Experience (ABLE) statute found...

Available as OnDemand Course, MP3 Download

OnDemand Course: Effects of Recent Events on Estate Planning

Effects of Recent Events on Estate Planning

Explore the possible changes in tax law that could impact estate planning, and how to best advise clients during this time of uncertainty.Recent events, including the 2020 election, may result in changes to tax laws...

Available as OnDemand Course, MP3 Download

OnDemand Course: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

Bookstore: Family Member Liability for Nursing Home Costs

Family Member Liability for Nursing Home Costs

Family Member Liability for Nursing Home Costs Adult children of nursing home residents are occasionally sued for unpaid nursing home bills. As prospective penalty periods for transfers are imposed under the Deficit...

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