The new tax law brings opportunities for advisors but also a challenge: The $5 million estate tax exemption is likely to make clients think they don’t need estate planning advice.
At this webinar, hosted by Advisor Products Inc., you’ll learn about:
- Why clients still need estate planning guidance
- Which estate planning areas to focus on with clients now
- Using the re-unified $5 million estate tax exemption
- Portability of unused estate tax exemption
- The tax-free charitable IRA rollover
- Obstacles and unintended consequences of the new law
Guest speaker Randy Fox is a founding principal of InKnowVision LLC, a national consulting and marketing firm that develops wealth management and preservation strategies for wealthy clients. He is a director and faculty member of the InKnowVision Institute, which provides professional advisors with the advanced technical and interpersonal tools they need to attract and work successfully with high net worth clients.
Receive CFP CE credit on replays of 40 educational webinars by registering at Advisors4Advisors.com.