Too often people dismiss the need for an estate plan because their net worth is below the top estate value for tax exemption (currently $11.58 million per person in 2020 or $23.16 million for a married couple). As advisors, we know that taxes are only one element of an effective plan. Our challenge is coaching our clients to understand the bigger picture, why having a solid plan is a gift to yourself and your family, and what elements should be addressed.
Join us for our conversation Roadblocks to Effective Estate Planning – How to root them out and bridge them where we will learn how to spot and navigate the obstacles that hold clients back.
- Ability to identify the common roadblocks
- Understand how to identify the roadblock(s) in your client circumstances
- Tools and techniques for guiding your client to more effective estate planning
About the Presenter:
Learn from industry expert including, Christine Rew Barden, Shareholder, Trusts and Estates Practice, and founder and chair of the firm’s Family Office Services Group.Meet the Presenter
This meeting offers location options in both Madison and Milwaukee.
Madison Location: Honkamp Krueger & Co., P.C. | 251 Progress Way, Suite One, Waunakee, WI 53597
Milwaukee Location: PNC Bank | 411 E. Wisconsin Avenue, Milwaukee, WI 53202