Fine wines improve with age; estate plans do not. The effective planner knows this and, through regular communication with clients, is able to convince them of the need to update their estate plans at various life stages. This two-hour program looks at the planning decisions necessary to accommodate different chapters in your clients' lives. Using a case study of one client, we'll examine how you, as a planner, can react to each of the following situations: a young couple just starting out with no children; the birth of children; business issues with tax, retirement, and investment implications; the changing view of retirement once the children are on their own; the arrival of grandchildren; and the desire to leave a legacy. Hear three professionals share their planning experiences in helping clients through various life chapters. Remember, a good wine is best left undisturbed on the shelf. A good estate plan needs regular attention.

SPECIAL BONUS SESSION included with program.

By the end of the program you will understand:

• The advantages of regular communication with clients in keeping their estate plans up to date and your business growing
• What changes to an estate plan are necessary for each stage and major event in your client's lives
• What you can—and cannot—do to prepare for the “lightening strikes” of sudden death, disability, business failure, job loss, and others
• What to be aware of when representing different family members as an estate planner

Available on DVD only. Books not available.