Description
Greater Success in Estate Planning via Financial Planning Techniques It is becoming harder and harder to plan for clients' needs in what has become a constantly changing estate and gift tax environment, and clients are possibly more resistant than ever before to commit to a particular estate plan. The utilization of effective financial planning tools, however, can greatly increase both the certainty of an estate plan's intended results, as well as the likelihood of clients giving their estate planners the "go ahead" for implementing that plan. In addition, clients will almost certainly feel more secure in the future about their decision, as financial markets continue to evolve. We will demonstrate the importance of using financial planning techniques in the estate planning setting with client examples from the presenters experience working with clients in the estate planning area. Learn how you can improve the estate planning process and better help clients achieve their goals by incorporating this into your estate planning practice.
Speaker(s):
- Lyle
Benson,
CPA PFS CFP,
Founder and President,
L. K. Benson & Company
- Michael
E. Goodman,
CPA, PFS, CFP,
President,
Wealthstream Advisors, Inc.
