Estate Planning
Empower Your Financial Planning with Concepts Illustrated
January 19, 2022
A—Estate Shrinkage
January 20, 2022
AA—Life Insurance as Property
January 20, 2022
B—Advantages of a Will
January 20, 2022
BB—Life Insurance Products
January 20, 2022
C—Revocable Living Trust
January 20, 2022
CC—Discounted Dollars
January 20, 2022
D—Irrevocable Life Insurance Trust - Source of Estate Liquidity
January 20, 2022
DD—Partial Stock Redemption
January 20, 2022
E—Charitable Remainder Trust and Wealth Replacement Trust
January 20, 2022
EE—Reverse Section 303
January 20, 2022
F—Credit Shelter Trust and Marital Trust
January 21, 2022
FF—Family Limited Partnership
January 20, 2022
G—Credit Shelter Trust and QTIP Trust
January 21, 2022
GG—Recapitalization
January 20, 2022
H—Credit Shelter Trust and Irrevocable Life Insurance Trust
January 21, 2022
HH—Attribution
January 20, 2022
I—Benefits of GST Planning
January 20, 2022
J—Gift Splitting
January 20, 2022
K—The Estate Funnel
January 20, 2022
L—Human Life Value
January 20, 2022
M—Federal Estate Tax
January 20, 2022
N—SIMPLE Will
January 20, 2022
O—Trust Will
January 20, 2022
P—Revocable Living Trust
January 20, 2022