Event Registration - Association of Divorce Financial Planners
This event has completed.
1:00 PM - 2:00 PM EST
Lunch & Learn Webinar: Navigating New Beginnings: Estate Planning Strategies Post-Divorce
2/21/20241:00 PM - 2:00 PM EST
Event Description
Join us on February 21, 2024 for an insightful webinar, Navigating New Beginnings: Estate Planning Strategies Post-Divorce, designed to empower ADFP professionals with the knowledge and tools needed to guide clients through the intricacies of estate planning after a divorce. Hosted by Chris Hall, Co-Founder of Estate Guru, this comprehensive program will explore essential steps to update and align estate plans with the shifting priorities and goals that often accompany divorce.
Webinar Highlights:
Webinar Highlights:
- Revoking Your Old Estate Plan: Learn how to seamlessly revoke existing estate documents. and craft a new plan that accurately reflects clients' post-divorce wishes for asset distribution.
- Updating Healthcare Proxies: Explore strategies for appointing a new healthcare proxy post-divorce and understand the importance of ensuring the proxy is aligned with the client's current medical decision-making preferences.
- Powers of Attorney: Discover best practices for appointing new powers of attorney for financial and legal matters.
- Reviewing Beneficiaries on Qualified Accounts: Explore the importance of ensuring beneficiaries are current and percentage amounts align with changed circumstances.
- Consideration of Trusts: Gain an in-depth understanding of trusts as a valuable post-divorce estate planning tool and explore how trusts offer greater control over asset distribution and potential tax advantages.
- Guardianship for Minor Children: Learn how to revisit and update the choice of guardians for minor children and understand the key considerations to ensure the designated guardian is well-prepared for this responsibility.
- Reviewing Prenuptial (or Postnuptial) Agreements: Explore the implications of prenuptial or postnuptial agreements in the context of divorce and gain insights into ensuring these agreements align with clients' current circumstances and intentions.
- Understanding Life Insurance Policies: Learn efficient methods for reviewing and updating life insurance policies and the importance of ensuring beneficiaries are current and coverage amounts align with changed circumstances.
This webinar is crafted for divorce professionals, providing actionable insights and practical strategies to navigate the complexities of post-divorce estate planning. The experts at Estate Guru are committed to empowering you with the knowledge needed to guide clients through this important aspect of their financial and personal lives. Join us for an engaging and informative session that will enhance your expertise in estate planning after divorce.
This webinar is open to both ADFP Members and non-members and includes 1.0 CE Credit for CDFA and CFP.
Member Registration: Free*
Non-member Registration: $60
*If you are an ADFP Member who has not yet renewed their membership for 2024, you must renew your membership to register for this webinar at the member rate.
Member Registration: Free*
Non-member Registration: $60
*If you are an ADFP Member who has not yet renewed their membership for 2024, you must renew your membership to register for this webinar at the member rate.