Non-citizen 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.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this course will equip you with the knowledge you need to help your clients plan for these possible situations. 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.
Specialized knowledgeProgram Level:
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.