Estate planning can and should be more than signing documents to transfer assets to heirs in a tax-efficient manner. However, the conversations required to construct a purposeful estate plan may need to be navigated delicately. In this webinar, we will share ideas on how to engage in meaningful estate planning conversations with your clients. We will explore creative planning strategies and practical tips for helping your clients leverage their estate plan to reflect family values and charitable giving goals. By integrating strategic charitable giving opportunities with traditional family wealth transfer planning, your clients’ estate can ignite a passion for generosity in future generations.
You will have the opportunity to gain knowledge to strengthen client relationships and earn one hour of CFP® and CKA® credit. Certificates of completion are available upon request.