Assets: Their Transition and Taxation

Every single client in your wheelhouse has at least one asset. Some will have many. Some are lucky enough to have assets with enough value that both probate and income tax must be considered in the future when those assets are distributed. No one wants to see their hard-earned savings going to tax unnecessarily.

The information in this course will help to ensure that those savings are retained and passed along. It is key to planning an estate. You’ll learn-

• How probate and income tax must be considered when assets are distributed;
• How to limit the impact of taxation to allow clients to optimize their hard-earned savings;
• How to help to ensure client savings are retained and passed along according to plan.