Estate Planning

Course Code: DED9210
School: Stonebridge Associated Colleges UK

Description

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 course covers topics such as:

STARTING AN ESTATE PLAN

SORTING OUT YOUR ASSETS

PREPARING YOUR WILL

ALL ABOUT PROBATE

CONSIDERING YOUR FAMILY

TAXES TO EXPECT

TAX STRATEGIES

RETIREMENT ISSUES

REVISING AN ESTATE PLAN

Outcomes

Printable Transcript

On completion of this course you may print a transcript off as evidence of your progression throughout the course.

Assessment

I'd Like To Enroll In This Course   $93.00