Estate Planning Series

Summary:

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:

Audience:

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

Features:

Exercises allow learners to practice in the actual application being studied.
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 provides a reference for definitions of unfamiliar terms.
A skill assessment generates a customized learning path based on the results of a pre-test.

9 items

Includes:
Estate Planning Series: Starting an Estate Plan	2.0 hour(s)	eplc01
Estate Planning Series: Sorting Out Your Assets	4.0 hour(s)	eplc02
Estate Planning Series: Preparing Your Will	3.0 hour(s)	eplc03
Estate Planning Series: All About Probate	2.0 hour(s)	eplc04
Estate Planning Series: Considering Your Family	3.0 hour(s)	eplc05
Estate Planning Series: Taxes to Expect	3.0 hour(s)	eplc06
Estate Planning Series: Tax Strategies	3.0 hour(s)	eplc07
Estate Planning Series: Retirement Issues	3.0 hour(s)	eplc08
Estate Planning Series: Revising an Estate Plan	2.0 hour(s)	eplc09