◊ ESTATE PLANNING ONLINE TRAINING SERIES
Online Estate Planning Training
Personal » Personal Finance
Check out these great money-saving course packages:
Only $42.95
Estate Planning Series (25 hours)
ONLINE Estate Planning TRAINING FEATURES
- Learn Estate Planning online with these interactive online Estate Planning courses.
- Affordable Pricing (Only $42.95 for the complete series)
- A full year to complete the Estate Planning courses
- Retake the Estate Planning courses as many times as you like
- Measure your progress with assessment tests after each course
- Earn completion certificates after passing each assessment test
1. Estate Planning:1 Starting an Estate Plan
Time: 2 hours
This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
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
Topics
- What Is an Estate?
- Looking Ahead
- Getting Started
- Taking Inventory
- Joint Property
2. Estate Planning:2 Sorting Out Your Assets
Time: 4 hours
This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.
Objectives
- 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
Topics
- Life Insurance
- Determining Coverage
- Pension Plans
- Other Ways to Save
- Your Business and Your Estate
- Other Business Considerations
3. Estate Planning:3 Preparing Your Will
Time: 3 hours
This course provides an introduction to wills and trusts, as applicable to United States regulations.
Objectives
- 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
Topics
- Why Have a Will?
- The Simple Will
- Distributing Your Assets
- Introduction to Trusts
- Trusts and Wills
- Living Trusts
4. Estate Planning:4 All About Probate
Time: 2 hours
This course provides an overview of probate and probate court, as applicable to United States regulations.
Objectives
- 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
Topics
- Landing in Probate
- The Executor
- Keeping Probate Costs Down
- Special Probate Situations
5. Estate Planning:5 Considering Your Family
Time: 3 hours
This course provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations.
Objectives
- 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
Topics
- Choosing a Guardian
- Managing Your Child's Assets
- Your Spouse's Rights
- Divorce and Its Consequences
- Challenging a Will
- Things to Avoid
6. Estate Planning:6 Taxes to Expect
Time: 3 hours
This course provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.
Objectives
- 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
Topics
- Federal Estate Taxes
- Calculating Tax Deductions
- Gift Taxes
- Gifts and Their Consequences
- State Taxes
- Other Taxes to Consider
7. Estate Planning:7 Tax Strategies
Time: 3 hours
This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.
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
Topics
- Charitable Donations
- More Ways to Donate
- Income Tax Savings
- Taxes and Your Will
- Benefits to Your Family
- Distributing Your Assets
8. Estate Planning:8 Retirement Issues
Time: 3 hours
This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.
Objectives
- 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
Topics
- Social Security
- Other Retirement Benefits
- Preserving Your Assets
- Health-Related Issues
- Final Considerations
9. Estate Planning:9 Revising an Estate Plan
Time: 2 hours
This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations.
Objectives
- 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
Topics
- Elder Issues
- Other Estate Plan Considerations
- Strategies for the Single Person
- Planning throughout Your Life
Resources for Estate Planning
