No matter how much money your client has, it’s crucial to have a basic estate plan simply to ensure that the financial goals of the client are met after the client dies.

This special webcast will review the key elements in an estate plan, including wills, assignments of power of attorney, living wills, healthcare proxies, trusts, federal and state laws governing estates, and how to reduce the taxes on the estate. Learn the process of discovering legacy values and financial goals and how to promote legacy planning with clients.

Join wealth management strategist Chad Smith of H.D. Vest and moderator Jeff Stimpson, senior reporter at Practical Accountant, for this informative presentation, free at the WebCPA Virtual Trade Show.


The webcast will debut on Wednesday, March 18, at 2:00 pm Eastern time. Click here to register.

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