Do not miss out on a wonderful event hosted by your friends at Insight Law. The free educational event features essential advice on the following topics:
- Integrating the Financial Plan with the Estate Plan
- IRA Beneficiary Designations
- How to correctly designate a trust as an IRA beneficiary and still receive stretch out treatment over the desired beneficiary’s life expectency.
- How and when to use conduit trusts and accumulation trusts
- How and when to use stand-alone IRA trusts and stand-by trusts.
- Funding Various Types of Qualified & Non-Qualified Assets
- Asset Allocation & Estate Equalization
You also qualify for two hours of Life & Health CE Credits, 2 CFP and 2 CPE Credits!
