Series: Proactive Planning in Preparation for 2013: In-Depth Estate Planning Strategies to Consider Prior to Year-End 

Seminar recording | Presentation materials | Outline

This year presents an unprecedented opportunity for you to differentiate your firm, differentiate your services and show that you provide significant value to your clients by having all of their financial planning needs in mind, including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth.  In this web seminar, Steven Siegel, JD, LLM will dive deeper into a few essential financial, estate, and tax planning strategies that should be considered in 2012, specifically as it relates to gifts, GRATs, and Defective Trusts.

In this web seminar, you will learn:

• What is likely to happen in 2013 with the new Medicare taxes and the Obama budget proposals and the impact in your clients’ personal financial plans
• Expiring Bush tax cuts and the impact on planning this year for 2013
• A deeper understanding of gifting, GRATs and Defective Trusts
• Planning techniques and strategies to consider for clients now to allow time to implement before the end of the year