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9 Hours of Instructional Webinar - Train Your Entire Team with One membership

With a billable hourly rate of $350, this course is valued at $3,150.

Look through our course outline below

Overall, leveraging answers from the top ten questions on a topic from an expert can be a smart strategy for acquiring high-quality information, gaining insights, and making informed decisions.

Understanding your estate plan ensures that the fruit of your life’s efforts are preserved from the federal and state death taxes and are directed at your death as you wish them to be.

You have worked incredibly hard to garner the success that you have attained. An important final step is ensuring that your estate plan fulfills your needs and wishes, while shielding as much of your estate as possible from death taxes.

Great care and thought must be given to your estate plan, understanding that a failure to act can lead to misunderstandings and controversy among your heirs and possible severe erosion of your wealth due to federal and state estate and inheritance taxes. In addition, planning for later life medical care is critical to proper planning for not just your care, but preservation of your estate.

In this program, you will learn the fundamentals of the estate planning process as well as how to develop and implement your own estate plan.

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Please review a Chapter

Gathering Information for the Estate Plan Meeting Part I

Innovative solutions to move your business

forward.

Financial Institutions

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Network

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Advisors

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Tax Profesionals

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We will bring you to the next level of bussiness.

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We will bring you to the next level of business.

Everyone realizes that knowledge is power. Challenged by a world with ever greater complexity and an ever changing business environment, those individuals who continue to ask the right questions, seek the knowledge they need and desire will make them stronger and therefore increases their ability for success. Join our family at PocketExperts.Solutions and together we will build a strong foundation of knowledge to help you build, grow and protect your business today and for the future.

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We Help You to Skill Up

Let's talk about opportunities.

We Help You to Skill Up

Let's talk about opportunities.

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Popular Lessons

Secret of Successful Teamwork

Management

Growth up Business with Brand

Branding

Secret of Successful Teamwork

Management

Simple Steps to Success

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What client say about us

Working with Pocket Experts was a game-changer for our business. Their strategic guidance and meticulous analysis transformed our operations, making us leaner and more efficient.

Chris Hamilton

CPA,CVA

In an era of rapid digital transformation, we were fortunate to have Pocket Experts by our side. Their expertise in digital strategies and technology adoption was instrumental in modernizing our business.

Colin Brown

President, CEO, Syncnet, Inc.

Frequently Asked Question

What happens after I purchase?

You'll get an email from [email protected]. (Check your SPAM folder if you don't see it within a couple of minutes.) This email will have your login information.

Are your courses tax deductible?

Yes, they are a business tax deduction

How long do I have access to the courses?

You'll have 24/7 access 365 days of the year. Our courses are a one-time purchase with life-time access. You can use the courses to train your entire staff without buying licenses for each employee making this a great value!

Can I get CPE credit for these courses?

Not currently. We are looking to get certified with NASBA but this could take some time. But you will get the best training to help you get more engagements!