Get equipped with the knowledge you need to help your clients plan for situations that may affect their financial and estate plans when they are temporarily, intermittently, or permanently incapacitated.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
Non-citizen spouses, adoption, cohabitation, pets, blended families, and community property are all issues that may affect your clients' financial and estate plans when they are temporarily, intermittently, or permanently incapacitated.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course will equip you with the knowledge you need to help your clients plan for these possible situations. As the personal financial planner, you must be adept in navigating these and other new and oftentimes unchartered waters to avoid intervention by a court and the appointment of a guardian or conservator, which could be required if not planned for appropriately.
This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.
Group ordering for your team
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