There are No Guarantees in Life Except Death and Taxes: An Overview of Post-Death Tax Liability

This course focuses on strategies you can implement in the foundational estate plan documents you put in place for clients using revocable living trusts. Included are overviews of the federal estate tax, Illinois estate tax, and a variety of trusts. Originally presented as part of the Estate Planning for the 99%.

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate? Originally presented as part of the Estate Planning for the 99%.

This course discusses the basic documents required when developing and estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that. Originally presented as part of the Estate Planning for the 99%.