This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.

Audience :

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

Time :

3.0 hour(s)

Objectives :

• 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

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