Plan for Probate

Let’s call probate (or estate administration tax) what it really is: an after-death tax on the value of the assets of the deceased. It must be paid. It is separate and additional to income tax.

However, probate can be estimated based on client assets and where the client resides. That estimate can spur the individual to take measures to reduce the amount of probate that will be owed.

You can lead the way by working with the client to develop ways and means to reduce probate. You can help your clients save potentially significant costs with the ideas for planning in this course. Do not miss this opportunity.

• Use this information as a step to resolve the lack of understanding clients have about probate;
• Help clients save potentially significant probate fees by planning ahead;
• Find the appropriate strategies in this course to improve outcomes for seniors.