Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies WEBCAST

Tuesday, June 21 10:00am - 11:30am PDT

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1.5 Credits

Member Price $76.00

Non-Member Price $87.00

Overview

It is estimated that more than half of Americans either have been or will be included in a blended family structure during their lifetime. Due to the situation-specific needs of blended and stepfamilies, you may need to revise your approach. 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.

Highlights

Tax, estate, funeral, healthcare, and financial planning considerations for blended or stepfamilies. Key tips and pitfalls to heed when advising blended families. Conflicts of interest. Joint tenancies, marriage contracts, and property agreements.

Prerequisites

Basic knowledge of financial planning and estate planning.

Designed For

Tax professionals serving individual clients. Financial planners. CPAs and CGMA designation holders. Accounting and finance professionals.

Objectives

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.

Preparation

None.

Notice

None.

Leader(s):

  • Paul Hood

Non-Member Price $87.00

Member Price $76.00