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While there is an argument for estate planning at any age, as people become older, the argument can get stronger. While we may not be thrilled to fret about the possibility of deteriorating health and cognitive ability as we age, the probability of those issues increases. Having the difficult conversation with clients about estate planning can be made easier. Join us as we explore the specific estate planning issues that face older Americans. Make sure you're able to guide your clients in the right direction and help them formulate a plan to maximize the amount of wealth that is ultimately passed onto their heirs.
When you complete this course you will be able to:
Prerequisite: Basic knowledge of transfer arrangements
Advance Preparation: None