Estate Planning for Investment Clients provides a basic understanding of the major tax and transfer rules that every client faces when trying to plan his or her estate. Even though you will not be the final authority regarding a plan, you will often serve as the first ear to hear these concerns. The ability to listen to these concerns with understanding and to articulate many of the factors that need to be considered will be of great service to your clients.

Author: Craig Kinnunen, MS, CFP®

Craig Kinnunen, MS, CFP®is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at craig.kinnunen@cffp.edu.

Complexity Level: Intermediate