1) Fundamentals of conventional estate planning for any financial situation. 2) Planning strategies for retirement needs, Roth conversions, and charitable gifts. 3) Sophisticated strategies to leverage taxable gifts and transfer wealth to lower generations.
It is important to understand the fundamentals of estate planning and the importance of having a solid plan in place regardless of your financial situation. The desire to be tax efficient and keep up with the changing tax environment can sometimes feel like an insurmountable feat. In this seminar, we will explore a number of issues in the financial and tax planning arena including:
o Income and Estate Tax Updates – understanding the impact of the new income tax laws on your planning, as well as exploring strategies that may reduce your tax exposure;
o Roth Conversions – an analysis of whether a Roth conversion is a smart move, unwise or much ado about nothing;
o Estate Planning Basics – a review of estate planning fundamentals, including a look at conventional estate planning strategies and how the changes in the estate tax laws may impact that conventional planning;
o Sophisticated Planning Strategies - there are various planning techniques available to leverage taxable gifts, allowing wealth to be funneled to lower generations on a tax-advantaged basis both during lifetime and at death;
o Non-Tax Related Planning – a look at how family dynamics, asset protection and state tax issues may impact the estate plan; and
o Charitable Planning – identifying the types of gifts and giving techniques that offer the greatest tax benefit to donors both during lifetime and at death.
In addition to comprehensive discussion outlined above, the session will include ample opportunity for Q&A.
Waltenberger, A,
Estate Planning Today for a Better Tomorrow. Radiological Society of North America 2014 Scientific Assembly and Annual Meeting, - ,Chicago IL.
http://archive.rsna.org/2014/14001145.html
