This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

Audience :

This series is for anyone who is interested in learning more about estate planning.

Time :

2.0 hour(s)

Objectives :

• 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

Features :

• Exercises that allow users to practice the application
• A file containing the text of the exercises
• A file containing the text of the legal documents presented in the course
• Activities that allow users to apply course concepts in an interactive questioning environment
• A glossary
• A Skill Assessment

Prerequisites :

• None