Webcast: Planning for the 99% - What to Tell Our Clients

Recording | Presentation material

In this webcast, Steve Siegel will look at how the current tax rules and latest developments affect clients with small and mid-sized estates. Despite high exclusions, there are many estate planning considerations including portability, income tax considerations and asset protection concerns that make "simple" planning a risk for many clients. You will learn:

  • Current transfer tax exclusions and planning considerations
  • Overview of portability, asset division and asset protection
  • What to do with life insurance
  • What to do with retirement plans
  • Income tax planning considerations, including: gifting issues, basis issues, trust distributions and the net investment income tax