Many of the best estate plans fail because family dynamics are not addressed. Learn how to manage the qualitative issues that affect family unity.
DESIGNED FOR
· Tax professionals who serve individual clients
· CPA financial planners and other professional financial planners
· Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
BENEFITS
Guiding families to successful wealth transfers.
Understanding the important qualitative issues involved with bringing harmony to family dynamics.HIGHLIGHTS
- Identify the family dynamics that can lead to failed wealth transfer plans.
- Determine how to guide your family clients to implement successful estate plans.
- Distinguish the qualitative issues that affect family unity.
COURSE LEVEL
Intermediate
PREREQUISITES
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning