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How to Become an Estate Planner
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Estate planning helps avoid probate, save estate taxes and provide for survivors, whereas elder law is abo… More
Estate planning refers to the decisions you make and legally document that allow for the disposition of yo… More
A family estate trust helps married couples retain an estate tax exemption and protects from remarriages t… More
Individual retirement accounts (IRAs) and 401Ks should almost never be paid to an estate or trust because … More
The federal estate tax is a tax on the estate of a deceased person. Along with the gift tax and generation… More
In order to calculate estate tax deduction, it's necessary to get the IRS form 706, as this return is used… More
The probate process can be a headache when estates are not planned well. Uncover the probate process with … More
Most people work hard for their money. They work to take care of their families and provide for themselves… More
During estate planning beware of conflicts of interest. Learn about estate planning conflicts of interest … More
Contesting a will can be dangerous and may exclude the contester completely if the challenge fails. Learn … More
Many wills become open to the public after entering probate court and becoming public record. Find out whe… More
Revocable living trusts are 98 percent of living trusts; they help avoid probate and allow others to use m… More
There are two standards to consider with regards to an irrevocable trust. The IRS has the stricter standar… More
A bypass trust in estate planning is a document that allows married couples two tax exemptions on the esta… More
Becoming an estate planner involves being in the insurance industry, being a stock adviser, being a certif… More
Summary: Becoming an estate planner involves being in the insurance industry, being a stock adviser, being a certified financial planner or being a lawyer or attorney. Discover the various backgrounds from which estate planners emerge with information from an experienced portfolio manager in this free video on finance.
Gregory Bramwell-Smith is relationship and portfolio manager at Bramwell-Smith Associates. He has more than a decade of experience in financial services, with 15 years of sales...read more
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"So, how to become an estate planner. Well, an estate planner can be from many different backgrounds. You will see people who call themselves estate planners. They'll come from maybe the insurance industry. They'll come from maybe a stock advisory industry. You'll see CFP's. You'll also see lawyers and attorneys. So, an estate planner's kind of kind of hazy. We, there is isn't a designation that's similar to say the Certified Financial Planner designation, the CFP. So, when you're talking about estate planning it's sort of a delicate issue. You want to make sure that you are interviewing a lot of people and making sure that they really can help you with what you need to do to avoid probate, and it is really the the the main reason that people are looking for an estate planner. So, an estate planner is generally someone who's going to be looking at your your will; looking at maybe your trust if you have a trust in place, and maybe, and you know, do you need any of those things put into place. Some of the best estate planning advice that I could give you is really to look at people from those specific fields that you really need. You might need an attorney to look at some documentation; just make sure everything's straight and not going to be challenged later on. Find a maybe a a a a CPA who can just review the taxes quickly; make sure that everything's that everything's straight there and there's won't be any surprises for your heirs. And if there's, you know, anybody from the insurance or investment fields that can also be helpful. You may find one person who can help with estate planning, but the best thing to do is really to do some research and some reading ahead of time and make sure that you need that estate planning advice, cause' many people actually don't and the probate time frames have got shorter and shorter from what they used to be. So, an estate planner can be from any background. You just need to do your research and find out that that person is a good fit for you."
eHow Article: How to Become an Estate Planner
Meet Mark P Cussen, CFP, CMFC eHow's Personal Finance Expert.
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