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