Learn how to choose the right type of trust, avoid probate, provide for children, minimize gift and estate taxes, protect a business, deal with second or subsequent marriages and understand when to use a will. Includes sample estate plans. Course includes 413-page paperback text, test booklet and grading service. This course is designed for practitioners with some experience in estate planning and emphasizes the integration of their client's estate plans with their lifestyle, which may include gifting strategies and business plans. Covers tax rules, marital planning, gifts, insurance planning, generation-skipping tax, small business considerations, and more.
Course includes text, test booklet and grading service.
Course includes text, test booklet and grading service. Financial Planning for Baby Boomers Baby boomers are the first generation required to plan for decades of income in retirement, making financial planning essential. This course covers the basics of investing for retirement, including information on banks, insurance companies, brokerage firms, and mutual funds. Course includes text, test booklet and grading service. Financial Planning for Divorce Help your clients plan for the long-term financial consequences of divorce.