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For Whom the Bell Tolls: Pre-Mortem Planning Options and a Look Forward at Post-Mortem Estate Planning



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Join Ed Morrow and Paul Hood for a 90-minute webinar on the tax and non-tax planning options, considerations and actions that must be taken into account when a client is nearing the end of life. There always is so much going on around the end of life-there are steps that must be quickly taken prior to death. Ed and Paul will methodically review the options and other considerations in this regard, including the following categories of actions and considerations:

  • General non-tax, non-financial concerns for all terminally ill and end-of-life situations
  • Tax and financial concerns applicable to taxable and non-taxable estates alike
  • Tax and financial planning ideas applicable only to taxable estates
  • Tax and financial planning ideas applicable only to non-taxable estates
  • Tax and financial planning ideas applicable only to business owners
  • Income tax ideas – when decedent in higher bracket than beneficiary
  • Income tax ideas – when decedent in lower bracket than beneficiaries

Don’t miss this practical and always timely webinar!!!

 



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