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June 16, 2011
2:00-3:00 pm EDT
Complimentary Webinar
Sponsored by
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| Speaker Deborah Jacobs |
As a journalist writing about estate planning, I like to combine real life stories with practical advice. And that means I'm always scouting for people who have implemented the strategies I'm writing about. In the process, I have found widespread misunderstandings about concepts that advisers assume are fundamental. This Webinar, phrased in terms of questions, will cover 10 of them, including:
- I don't have an estate, so why do I need estate planning?
- Can my will cover my retirement accounts, like a 401(k) and an IRA?
- When a gift is taxable, does that mean I have to pay income tax on it?
- If I convert a traditional IRA to a Roth, do I have to shift the whole thing?
- Durable power of attorney - you mean my living will?
- Aren't trusts just for people who are extremely wealthy?
- My mother wants to add my name to her bank and brokerage accounts - good idea?
- Does a "transfer on death" account avoid estate tax?
Deborah L. Jacobs, a lawyer and award-winning journalist, is the author of the bestselling book, Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide (DJWorking Unlimited, 2009).
This program has been approved for 1 CFP Board CE Credit and 1 CE hour toward the CIMA®/CIMC®/CPWA® designations.
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