For a complete course description, click on your selection below. This course provides you with a comprehensive resource for advising the older investor. Covers financial planning, asset allocation, pensions and annuities, Social Security benefits, transferring a business, estate planning, marriage and remarriage, life insurance, medical benefits, and related topics. Includes real-world examples, computation aids, and data tables.
Course includes text, test booklet and grading service.
The text is supplemented with a number of charts and tables. Course includes text, test booklet and grading service. This course covers everything from the basics about wills and trusts to sophisticated tax-saving strategies. Get straightforward, plain-English explanations of practically every estate planning device available. 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.