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

93% of clients want estate advice from their advisor. In this 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