1,365 Results for ‘estate-and-financial-planning-for-clients-living-with-chronic-illness

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OnDemand Course: Estate and Financial Planning for Clients Living With Chronic Illness

Estate and Financial Planning for Clients Living With Chronic Illness

Advise and protect your clients living with a chronic illness to ensure their assets and benefits are preserved.Elder law is a highly specific field of law, requiring an understanding of the ever-changing Medicaid and...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning for Intellectual Property and How to Pass Along Client Rights After Death

Estate Planning for Intellectual Property and How to Pass Along Client Rights After Death

Learn how intellectual property is treated after death and the tax implications of intellectual property income.Intellectual property is a hot area of the law, and businesses, along with individuals, are using...

Live Webinar: Estate Planning Appraisal Fundamentals

Estate Planning Appraisal Fundamentals

Learn how assets are valued and how the IRS will consider the assets in order to best advise your clients. The business is typically the cornerstone of an individual’s estate and its value.

Live Webinar July 27, 2021 1:00pm EST

CLE, CPE credit available

OnDemand Course: Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all.

Available as OnDemand Course, Video, Video, Video, Video, Video, Video

OnDemand Course: Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid...

OnDemand Course: Convergence of Estate Structure and Financial Advice

Convergence of Estate Structure and Financial Advice

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients.Many financial planners assist clients with estate planning, at least at a summary level and to...

Available as OnDemand Course, MP3 Download

OnDemand Course: Estate Planning Basics

Estate Planning Basics

Gain an understanding of what documents are needed for estate planning and how to best help clients through the process.Estate planning is a process that should be undertaken by nearly every person because if you fail...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Basics of Advance Medical Directives in Estate Planning

Basics of Advance Medical Directives in Estate Planning

Understand important language and decisions that must be considered when preparing and drafting advance medical directives for clients.There are many misconceptions about estate planning documents and specifically with...

Available as OnDemand Course, MP3 Download

CLE credit available

OnDemand Course: Estate Planning Techniques for Clients with Dementia or Alzheimer's

Estate Planning Techniques for Clients with Dementia or Alzheimer's

Gain an overview of specific methods on estate planning for clients with dementia or Alzheimer's disease.According to the Alzheimer's Association, nearly 5.

OnDemand Course: Estate Planning Ethics

Estate Planning Ethics

Understand your ethical rules and obligations as an estate planner to improve client relations and ensure ethical compliance.This topic provides a basic overview of the ethical rules that effect the estate planner in...

Available as OnDemand Course, Video, Video, Video, Video

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