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Estate Planning Tax Strategies#491124

Online Book, Online Exam
$135.00
Hardcopy Book, Online Exam
$165.00

Credit
Amount
CPA
19.5
CFP®
14.5
EA / OTRP
19

Course Description

Course publication/revision date: This course was updated on 5/13/2024 (covers 2024 tax year).

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.