Avoiding The Number One Estate Planning Mistake -- It Could Cost Your Family Millions

http://www.elearningu.com

Course Name

Avoiding The Number One Estate Planning Mistake -- It Could Cost Your Family Millions

Course Description

explains why the typical estate plan using a B Trust can ruin the financial security that you were planning for your family. Naming the wrong beneficiary is a common and costly mistake! Jim calls this plan "Lange's Cascading Beneficiary Plan" and it has been featured in Newsweek, The Wall Street Journal, Kiplinger's Retirement Report and hundreds of other publications.

Learning Outcomes:

- What is a "disclaimer" and how is it used to protect your family's financial security?
- How can you give your surviving spouse the ultimate flexibility to make decisions?
- The problem with drafting trusts with the sole purpose of avoiding estate tax
- How future generations -- children and grandchildren -- will benefit from the use of the Cascading Beneficiary Plan
- How and why the beneficiary of your IRA and retirement plans governs your assets at your death -- not your will or living trust.

Course Price and
Duration

$39.95
46 minutes

Instructor

Jim Lange, CPA

Instructor's BIO

Jim Lange, CPA, attorney, registered investment advisor and author of the best-selling book Retire Secure(Wiley 2006)!

Jim is a nationally recognized Roth IRA and retirement plan distribution expert who commands up to $10,000 an hour to speak around the country as an "advisor to the advisors".

His estate plan was featured in Newsweek in 2001 and he's been quoted in hundreds of publications including the Wall Street Journal (29 times), Kiplinger's Retirement Report (most recently in August 2008), The New York Times and MSNBC. A 2nd edition of Retire Secure! is set for release in February 2009.