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Please join us for our next TRIIPSS Webinar
Estate Planning for the Blended Family
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Family conflict can create significant barriers to effective estate planning. As the traditional family structure changes and we see the emergence of more blended families, careful planning and attention to family dynamics within the blended family is essential.
This session will cover:
- Explanation of The Blended Family and Blended Family Dynamics
- The use of trusts in blended family estate planning
- Options for funding trusts with life insurance and the role life insurance can play in estate planning for a blended family
- Red flag issues to consider when planning for a blended family
Through a series of scenarios dealing with the blended family, advisors will learn strategies using life insurance to assist clients in blended families navigate various tax and estate planning issues.
Date: January 19, 2022
Time: 2:00 pm to 3:00 pm ET
CE credits: Pending
Replay: Access to replay will be provided after the webinar |
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Akua Carmichael
Director, Tax & Estate Planning Services, Empire Life
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This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Akua Carmichael. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals.
Learn more > |
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FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.
