12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself) - NAPFA Credit Only

12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself) - NAPFA Credit Only

F-Estate Planning

Martin Shenkman

Member: $39.00
Non-Member: $59.00Your price

Published: 06/16/2021

How can you integrate the important process of estate planning into your advice to younger clients? Estate planning may not be on young professionals’ radars because they don’t yet have many assets, they believe their families know what they want, they may be single, or they have other things to worry about and are going to live forever. But estate planning is more than determining who gets your clients’ money when they die – it’s about taking care of your clients and their loved ones, and the things that are important to them. This webinar with renowned attorney Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, offers practical “how to” advice and will take a holistic view; it will not address tax planning, which is less likely to be relevant to younger clients. The webinar will be based on a PowerPoint presentation you can use to start estate planning conversations with younger clients.

Learning Objectives:

  • The essential documents to have in an estate plan
  • The importance of selecting guardians for minor children
  • The need to include digital assets in estate planning
  • Steps to take to avoid leaving clients' loved ones and heirs at the mercy of debt collectors and the courts

1 NAPFA CE in F - Estate Planning will be posted in your NAPFA CE record after downloading this recording.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from June 2021.