Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies
Gain strategies, tips and the tools you need to advise blended families and stepfamilies.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Author(s)
Paul Hood
Availability
3 months
Product Number
WC3710304
Lessons learned: Working with clients of blended or stepfamilies
Estimates show that more than half of Americans are included in a blended family structure during their lifetime. Learn how to revise your approach to the situation-specific needs of blended and stepfamilies.
In this webcast, you will learn:
- Why traditional single couple planning solutions don't work for blended families
- Planning techniques that are advantageous for the families
- Tips for supporting clients in complex situations
Key Topics
- Tax, estate, funeral, healthcare and financial planning considerations for blended or stepfamilies
- Key tips for advising blended families
- Conflicts of interest and ethical issues
- Joint tenancies, marriage contracts and property agreements
Learning Outcomes
- Recognize why traditional single couple planning solutions don't work for blended families.
- Determine planning techniques that are advantageous for these families. - Identify ideas for how to support clients in these complex situations.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
Contact usThe Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.