What would happen to your clients' finances or estates if they lost the physical or mental capacity to sufficiently care for themselves or their property? What if they become incompetent and are unable to participate in a legal action or proceeding in a meaningful way? Noncitizen spouses, adoption, cohabitation, pets, blended families, and community property are all issues that may affect your clients' financial and estate plans when they are temporarily, intermittently, or permanently incapacitated. As the personal financial planner, you must be adept in navigating these and other new and oftentimes unchartered waters to avoid intervention by a court and the appointment of a guardian or conservator, which could be required if not planned for appropriately. This course will equip you with the knowledge you need to help your clients plan for these possible situations.
Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate