Provides a complete overview of retirement planning including retirement savings need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; non-qualified deferred compensation; and other commonly provided employee benefits are examined.
Covers planning and managing federal estate and gift tax planning & opportunities. The perspectives of heirs, fiduciaries, estates, trusts, beneficiaries, donors, and donees are considered. Topics include asset valuation, estate tax deductions, exemptions & credits. Significant time is given to the transfer of amount at death and the dispositive tools available to clients.