When clients don’t have children, traditional estate planning approaches often fall short. Join us for this specialized webinar designed to equip financial advisors with the insights and strategies needed to guide childfree people in making intentional, values-driven estate planning decisions.
In this session, Jay Zigmont will explore the unique estate planning challenges and opportunities facing individuals and couples without heirs, including:
Clarifying legacy goals: Philanthropy, nieces/nephews, friends, or causes?
Designing flexible estate plans that evolve with changing relationships and values.
Avoiding common pitfalls when there are no default heirs.
Naming fiduciaries: Who makes decisions when there’s no next of kin?
Estate tax and wealth transfer strategies tailored to child-free households.
The importance of advance directives, trusts, and durable powers of attorney.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
