New Horizons in Estate Planning

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UPDATED: March 2026

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This program considers the many changes occurring with estate planning, particularly in light of the SECURE and SECURE 2.0 law changes. It identifies and discusses eight areas of estate planning that are particularly of note:

1. Estate planning as part of financial & retirement planning
2. A focus on longevity versus mortality
3. Tax: RMDs, Inherited IRAs, basis management
4. Life insurance as a wealth management tool
5. End-of-life planning as the new planning motivator
6. Housing as a key challenge and opportunity
7. Diminished capacity and cognitive decline
8. The digital revolution

​Learning Objectives

Upon successful completion of this learning activity, you will confidently be able to:​

• Provide an update as to why estate planning has changed recently, and is changing yet again with the SECURE and SECURE 2.0 Acts
• Present 8 estate planning considerations/techniques that represent new thinking in this discipline
• Offer actionable ideas to help financial service professionals with estate planning for clients

Presenter

Steve Parrish, JD, RICP^®, CLU^®, ChFC^®, AEP^®

Bonus Content

CFP^® CE Credit

This content is eligible for one hour of CFP^® continuing education (CE) credit.

If you hold the CFP^® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP^® ID number is entered here.

The College’s Professional Recertification Program (PRP)

This content is eligible for one hour of PRP continuing education credit.

To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.

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