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