Week 1: Introduction & Tax Update

Introduction and Tax Update – Video Webinar – Fall 2021


Video Presentation By Peter Kote , Don Vivrette & Marty McNamara

This session gives you an overview of the course through the “It’s Your Estate” Quiz. Introduced is the value of the “ASK FIRST” form that should be filled out by any professional you plan to engage. The “ASK FIRST” form takes the professional two minutes to complete and it will give you the consumer an indication of the professional’s education, licenses (licensing is a minimum standard and not a credential), how the person charges, how they are compensated, and if they are involved in product sales. In other words, it gives you more information than just he or she is a “nice” person.

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