3 CE credits Tracy Freese, MA, CTEP®
This webinar is for WISCONSIN insurance CE credit
- WI Course No. 6000036816 (General)
- CFP Board Program ID #256084
Insurance professionals must be familiar with financial planning topics. Planners need an awareness of legal documents, planning and processes that occur before and after death. Tax knowledge is also helpful. Personal representatives are tasked with adhering to the decedents wishes while distributing assets according to fiduciary laws. There is a strong connection to the past, but with todays hectic online life, often digital demands of probate are overlooked. How will your legacy live on in both physical and virtual reality? We will take a close look at how to, not only transfer physical assets through the probate process, but also advice on how to handle digital assets when someone dies. Taught by an insurance professional, the information is not legal advice, but rather, is guidance for us insurance producers, knowledge to point clients in the right direction for help and be aware that online assets exist.