This workshop will explore the three doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out, the benefit to the IRS.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘3 Doors to Estate Planning’