Successful completion of this section will prepare you to engage in many of the advanced planning opportunities your top clients will present you. Your goal here is to accomplish the following objectives:
- Understand the important role charitable giving plays in American society, and the financial incentives granted by the Tax Code to encourage charitable contributions.
- Learn the important and varied role life insurance plays in charitable giving programs, especially from an estate planning perspective.
- Understand the complexities involved in estate planning when there's a family business involved, and how proper planning can preserve the business for heirs.
- Learn how life insurance can alleviate the vast majority of business succession concerns.
- Learn how a concept known as the "Stretch IRA" makes it possible to preserve qualified retirement account assets for the long-term benefit of heirs.
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