Estate and Life Planning Issues for the Middle-Income Client (in collaboration with the FICPA)

<liUnderstand estate planning issues unrelated to federal tax planning</font
</li<liInventory the documents relevant to estate preservation</font
</li<liUnderstand methods of providing for children and the spouse</font </li</ul</ul
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<liThe SECURE Act, including IRA and RMD changes, reviewing beneficiaries, and discussing strategies to mitigate the elimination of the stretch IRA in light of new 2022 proposed regulations</font
</li<liOther major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers</font
</li<liChanges to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations</font
</li<liMore than 20 documents that should be reviewed that are neither a will nor trust</font
</li<liApplicable rates, and tactics that may be used to minimize them</font
</li<liReducing the impact of ancillary administration</font
</li<liProvisions you need in a will</font
</li<liWhen a trust is needed for children</font
</li<liDurable powers of attorney, for financial matters and for healthcare</font
</li<liRealistic retirement goals</font
</li<liManagement of insurance: liability, disability, and life</font
</li<liDealing with marriage and divorce</font
</li<liTitling assets effectively</font
</li<liDevelopments relative to estate tax, and the implications for planning</font </li</ul</ul
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