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

Speakers

Jeff Levine

Lead Financial Planner, Kitces.com

Jim Sinai

Jim Sinai

Chief Marketing Officer, Vanilla

 

Speakers

Jeff Levine

Lead Financial Planner, Kitces.com

Jim Sinai

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

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