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Estate Planning Fundamentals#360424

Online Book, Online Exam

$54.00

Hardcopy Book, Online Exam

$69.00

Course Option

Credit

Amount

CPA

CFP^®

4.5

CDFA^®

IWI/CIMA^®

Course Author: Steven M. Bragg Field of Study (CPA): Specialized Knowledge Field of Study (CFP): Estate Planning Field of Study (CDFA): Financial Planning Field of Study (IWI/CIMA): Wealth Management

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 9/3/2024.

There are many options for estate planning that can minimize taxes, while ensuring that assets are distributed in accordance with your specific wishes. These options are covered in detail in the Estate Planning Fundamentals course. It covers the essentials of wills, probate, living trusts, the pay-on-death option, gift taxes and estate taxes, as well as planning for personal incapacity and much more.