Estate Advisory for Non Taxable Clients with Kitces.com’s Jeff Levine
Speakers
Jeff Levine
Lead Financial Planner, Kitces.com
Jim Sinai
Chief Marketing Officer, Vanilla
Speakers
Jeff Levine
Lead Financial Planner, Kitces.com
Jim Sinai
Chief Marketing Officer, Vanilla
Jun 21, 2023
1 hour
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