I teach a class called Mastering the Fundamentals of Estate Planning. The course is for attorneys, CPAs and financial planners. Most are new to estate planning. Estate planning is rather easy, except for all the hard parts. After my seminars, I usually get a number of emails that describe a client’s situation followed by “what would you do?” What I would do and what you would do are probably not the same. Rarely is there one right answer. Estate planning is a lot about balancing. A plan can sound terrific, until you look at the client’s assets or particular circumstances. Real estate, closely-held businesses, large retirement assets can cause issues. Blended families, substance abuse issues and estranged children make for interesting solutions.
I love estate planning because it allows us to be creative. The more creative we are, the more solutions we can offer our clients. The Perfect Estate Plan is the plan that your client picks after being fully informed of the benefits and burdens of the various options.
On April 30th, I will be teaching Mastering the Fundamentals of Estate Planning in Orlando. I hope you can join me to discuss the perfect estate plan. For more information, go to Education On Point.
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