Latest Techniques for Middle Class Estates

Many estate planners find middle-class estates to be challenging. The category often encompasses a broad and disparate range of individuals, including young families with children, younger individuals with emerging wealth, recent empty-nesters, and elderly individuals concerned about long-term care. Each of these groups requires a different approach to estate planning. This program focuses on identifying the specific needs of the most common categories of middle-class estates and details the key estate planning strategies that best serve those needs.

Learn how to skillfully craft an estate plan tailored to your client’s individual situation, while utilizing the latest in tax minimization and asset protection strategies. You also get an in-depth look at how to add value and form a relationship with your clients that transcends the “one-off” nature of common approaches to middle-class estate planning. You emerge with expert tools and a deep understanding of the key issues facing your clients.