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Description
This presentation will provide financial advisors with a comprehensive understanding of tenants by the entirety (TBE) ownership in Florida and its role in asset protection and estate planning. We will discuss the basics of TBE, the asset protection benefits, impact on estate planning, and planning strategies. This session will equip financial advisors with the knowledge to identify opportunities for TBE ownership, help clients protect their assets, and collaborate effectively with estate planning attorneys to ensure comprehensive financial and legal planning.
Learning Objectives
Recommend appropriate estate planning tools to meet a client’s goals and
objectives. Identify and describe the components of estate planning documents, such as
wills and trusts that are used to facilitate the transfer of one’s assets. Recommend the appropriate property titling mechanism given the client’s lifetime and estate distribution objectives, and relevant state laws.