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Postmortem Decisions that Must be Considered | webcast

May 07, 2024 · 1 hour 28 min watch

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Have questions about what happens after a client or one of a client's loved ones passes? Unsure of the decisions your clients or other beneficiaries face? This presentation equips you with the knowledge to navigate this sensitive time.

In this webcast, you will:

  • Learn about crucial decisions for heirs and fiduciaries

  • Explore the power of disclaimers in estate planning

  • Understand essential tax filings

  • Gain clarity on key post-death elections specific to your client's situation

  • Be able to take control and

Download the Postmortem Decision handout

File name: 20240507-postmortem.pdf

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