07/18/2023
10:00 am PST
1 hour

Estate Advisory for Non Taxable Clients with Kitces.com’s Jeff Levine

In this FREE CE-credit webinar, we’re joined by Kitces.com estate planning expert, Jeff Levine, to discuss how to maximize estate planning for non-taxable clients.

Speakers

Jeff Levine

Lead Financial Planner, Kitces.com

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

register

Speakers

Jeff Levine

Lead Financial Planner, Kitces.com

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

93% of clients want estate advice from their advisor. In this FREE CE-credit webinar, we’re joined by Kitces.com estate planning expert, Jeff Levine, to discuss how to maximize estate planning for non-taxable clients including:

  • Explain common estate plan patterns
  • Address the federal estate tax sunset as well as state estate taxes
  • How to maximize basis planning for beneficiaries
  • Helping clients identify and manage disposition of digital assets

1 hour CE credit available and recording on demand only for those who pre-register.