Estate Planning by the Numbers Workshop

This course provides a data-driven approach to estate planning, equipping financial professionals, estate attorneys, and high-net-worth individuals with analytical tools to optimize wealth transfer, minimize taxes, and ensure financial security for future generations. Participants will explore real-life case studies, tax calculations, and planning models better to understand the quantitative side of estate planning with EstateView.

Learning Objectives:

• Apply a structured checklist to assess mathematical considerations and financial outcomes, guiding client discussions effectively.
• Evaluate key charitable income tax and estate tax planning strategies, utilizing commercially available software to measure and illustrate their impact.
• Use presentation materials and client communication tools to enhance understanding and support informed decision-making in financial planning.