User name:
Password:
 

 

Copyright © 2006.
cisco-certificatiom.co.uk
All Rights Reserved
Estate Planning Series: Starting an Estate Plan
Product Code: eplc01 Time: 2.0 hour(s) CEUs: Available

Summary:

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

Technical Requirements:

P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.

Copyright � 2006 Webteks. All rights reserved.