Estate Planning
[EPLLIB] |
$32.99 |
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This series helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This series also offers guidance on revising an estate plan throughout life changes. Certification : None Total time : 25 hour(s) Course Content :- Estate Planning:1 Starting an Estate Plan
This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
More Info - Estate Planning:2 Sorting Out Your Assets
This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.
More Info - Estate Planning:3 Preparing Your Will
This course provides an introduction to wills and trusts, as applicable to United States regulations.
More Info - Estate Planning:4 All About Probate
This course provides an overview of probate and probate court, as applicable to United States regulations.
More Info - Estate Planning:5 Considering Your Family
This course provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations.
More Info - Estate Planning:6 Taxes to Expect
This course provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.
More Info - Estate Planning:7 Tax Strategies
This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.
More Info - Estate Planning:8 Retirement Issues
This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.
More Info - Estate Planning:9 Revising an Estate Plan
This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations.
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