- Define the most commonly-used estate planning terms
- Determine the goals of his or her estate plan
- Choose members of an estate planning team
- Take inventory of the estate's assets
- Compare the different types of property ownership
Time : 2.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Identify different types of life insurance and the benefits of each
- Choose the insurance policy that best suits his or her situation
- Compare the options available with pension plans
- Recognize the saving options available other than pension plans
- Distinguish between the different types of business entities
- Determine the goals for the future of his or her business
Time : 4.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Describe the disadvantages of dying without a will
- Explain the function of probate court
- Identify the main parts of a simple will
- Create a distribution plan of his or her assets
- Distinguish between the functions of a will and a trust
- Select a trustee
- Recognize the relative benefits of different types of trusts
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Describe the probate process
- Distinguish between an administrator and an executor
- Select an executor
- Explain how an estate can avoid probate
- Prepare for some unique probate situations
Time : 2.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Determine the qualifications needed for a guardian
- Recognize the different options available for providing for children in a will
- Describe spousal property rights
- Identify the areas of an estate affected by a divorce
- Prepare for a will contest
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Calculate a gross estate and determine the federal estate taxes for it
- Identify types of gifts subject to federal gift tax
- Recognize the different types of state taxes that can affect an estate
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Determine which assets to donate and when to make the donation
- Recognize the different types of charitable gifts
- Identify the tax exclusions and deductions that will reduce estate taxes the most
- Plan asset distribution within the family
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Explain the benefits covered by Social Security income
- Distinguish the different types of medical benefits available at retirement
- Examine the alternatives to appointing a guardian if the estate can no longer be managed
- Explain the functions of a living will and a health care power of attorney
- Define final wishes such as anatomical gifts and burial wishes in the estate plan
Time : 3.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
- Recognize the options available for caring for an aging parent
- Manage an estate plan as changes to the estate occur
- Distinguish between the concerns related to preparing an estate plan early in life and the concerns for preparing one later in life
Time : 2.0 hour(s)
This series is for anyone who is interested in learning more about estate planning.
