Estate Planning

The Three Doors of Estate Planning

$25.00

This workshop will explore the 3 doors of 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

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Description

This workshop will explore the 3 doors of 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

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