Upcoming Webinar

Introduction to Estate Planning for High-Net-Worth Clients

Date: Tuesday, November 3, 2026

Time: 1:00 PM EST

Join Simplicity’s Advanced Planning Team for a foundational webinar on estate planning.

This session will be an introductory level discussion on estate planning, lifetime wealth transfers, and basic trust planning topics. The goal is to provide advisors with a core understanding of estate and wealth transfer planning along with best practices for advisors seeking to add estate planning to the services they provide to higher net worth clients.

Reserve Your Spot

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Please confirm with your broker-dealer prior to registering for this event. Registered representatives who are not affiliated with Simplicity Securities are solely responsible for ensuring they are allowed to attend.

Attend to learn about:

✓ Basic estate planning documents – Wills, powers of attorney, health care directives, living trusts
✓ The probate process and strategies for avoiding probate
✓ Trust basics – Defining trust terms, differences in state laws, trustee selection, etc.
✓ Federal and state level taxes triggered at death – Estate tax, inheritance tax, capital gains tax (step-up in basis rules)
✓ Irrevocable life insurance trusts - ILITs, SLATs, Dynasty Trusts
✓ Planned charitable giving strategies – Charitable bequests, charitable remainder trusts, etc.