What You Must Know About Trusts and Estates
Estate planning seems to be the new buzzword in every financial advisor’s vocabulary. For financial advisors, estate planning may mean planning tax flows and distributions within the context of financial planning. For attorneys, estate planning may mean drafting documents. As a financial advisor, you are in an ideal position to educate your client and assemble all of the professionals needed to provide a complete, effective, and fully funded family estate plan for your client.
In this session you will learn:
- If proper prior planning is not done, estate and inheritance taxes can significantly reduce legacy
- Understand why including estate planning will make you a better fiduciary
- Compare and contrast trust from estates
- Trusts
- Wills
- Estates
- Estate Planning Procedures
- Revocable and Irrevocable trusts
Individuals seeking retirement with a 10 horizon of 10 to 25 years.
Dr. Drew Stevens NSSA Certified is an international financial educator for individuals seeking to optimize and understand retirement. Drew Stevens works with individuals who grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy.
Dr. Stevens began on Wall Street, gaining his vast knowledge of financial markets and investments. His 37 years of experience enables him to create a holistic plan for every individual, helping to maximize income and mitigate risk while never running out of retirement money.
Dr. Stevens wrote 15 books including his latest
How to Understand Social Security: Strategies for Claiming and Optimizing Your Income Plan and over 5500 articles to stimulate others to increase their knowledge and awareness of the financial markets. He holds licenses in 7 states enacting as a fiduciary for his clients. Dr. Stevens is a well-known international keynote speaker, workshop provider, and media host.
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