{"product_id":"102602","title":"Investment Tools All Estate Planners Must Understand","description":"\u003cp\u003eEstate planning is not just about drafting documents. You must also understand how assets actually transfer, how beneficiary designations operate, and where investment-related mistakes can derail an otherwise sound plan. This practical program examines the investment and financial tools estate planners encounter most often: retirement accounts, brokerage accounts, annuities, 529 plans, life insurance, business interests, and crypto assets - with a focus on the tax, fiduciary, and coordination issues that routinely create problems in planning and administration. Register today!\u003c\/p\u003e\r\n\r\n\u003cul\u003e\r\n\t\u003cli\u003eLearn why retirement accounts are often the most consequential (and more mishandled) asset in estate planning.\u003c\/li\u003e\r\n\t\u003cli\u003eDiscover the basis planning opportunities many estate plans miss.\u003c\/li\u003e\r\n\t\u003cli\u003eIdentify planning pitfalls unique to life insurance, business interests, and nontraditional assets.\u003c\/li\u003e\r\n\t\u003cli\u003eWalk away with a practical checklist you can apply to every client file.\u003c\/li\u003e\r\n\u003c\/ul\u003e","brand":"NBI","offers":[{"title":"Live Webinar Registration","offer_id":64462279016817,"sku":"102602ER","price":199.0,"currency_code":"USD","in_stock":true},{"title":"OnDemand Video","offer_id":64462279049585,"sku":"102602SVDM","price":199.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0692\/5998\/5214\/files\/CK-3749_510x370_Block.png?v=1787837875","url":"https:\/\/nbi-sems.com\/products\/102602","provider":"NBI","version":"1.0","type":"link"}