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
Chief Marketing Officer, Vanilla
register
Speakers
Jeff Levine
Lead Financial Planner, Kitces.com
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.