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I'm Middle-Class; Why Do I Need to Worry About Estate Taxes?

P1904-19E-05
Learn how to plan for the risk that the Illinois estate tax might be assessed, even when the risk is a possibility rather than a probability. Consider several applicable estate planning techniques which will help reduce or eliminate the imposition of the Illinois estate tax for couples who have accumulated over $4.0 million of combined assets (including house, retirement benefits, life insurance, etc.). Understand portability under the federal estate tax.
$80.00

Using Medicaid Compliant Annuities in Illinois

P2036-20U
Explore how Medicaid Compliant Annuities can be used to accelerate your client's Medicaid eligibility. This course offers an overview of the Illinois Medicaid program, defines the requirements of a Medicaid Compliant Annuity, and reviews two case studies showing this spend-down tool in action. Plus, you'll walk through the annuity sales process. Sponsored by Krause Financial Services.
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