Browse Section 8: Working with the Client

26.3 Estate Planning

In this section

  • 26.3.1 Fundamental Concepts
    An in-depth exploration of estate planning, highlighting its significance, purpose, and key elements such as wills, trusts, powers of attorney, and beneficiary designations.
  • 26.3.2 Tax Efficiency and Asset Transfer
    Strategies for minimizing estate taxes and efficiently distributing assets to beneficiaries while aligning with client wishes.
Thursday, September 12, 2024