Estate Planning Training

Summary:

This course 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 course also offers guidance on revising an estate plan throughout life changes.

Certification:

Audience:

This course 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 topic.
Activities that allow users to apply topic 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 topic(s)

$38.99

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

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Estate Planning Course

Summary:

Certification:

Audience:

Features:

Topics Include: