| Provincial Life Credits: | 16 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 16 credits (Financial Planning) |
Estate planning ensures inheritors receive their “due.” It is an exercise in futility if a valid will does not exist. These courses illustrate the necessity of probate planning and creating a will to positively impact estate beneficiaries. This information advances your ability to plan an estate with inheritors in mind.
In this package, you will receive:
Advising on Wills and Intestacy
- Prepare the client for the costs and inconveniences that arise from not having a will;
- Show clients how a will works to their advantage and acts as their voice when they can no longer speak for themselves;
- Assure clients that estate plans for beneficiaries can be fulfilled.
Assets: Their Transition and Taxation
- Learn how probate and income tax must be considered when assets are distributed;
- Limit the impact of taxation to allow clients to optimize their hard-earned savings;
- Help to ensure client savings are retained and passed along according to plan.
Estate Planning for Retirees
- Learn what happens to estates at death and how to prepare for taxes before and after;
- Find out what plans must be made during life in preparation of a client’s estate;
- Discover insurance products that will ensure you are equipped to help your clients with insurance designed for their needs.
Plan for Probate
- Use this information as a step to resolve the lack of understanding clients have about probate;
- Help clients save potentially significant probate fees by planning ahead;
Find the appropriate strategies in this course to improve outcomes for seniors.
Price charged to FA: $120.00 (You do not pay on this site.)
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