|
Estate Planning Tutorial
Interview Skils Tutorial
Investing Tutorial
Resumess Writing Tutorial
Home Business Tutorial
A+ Certification
MCSE Certification
MOUS Certification
A+ Training
Exchange Server
IIS4 Training
SQL Server
TCP/IP Training
Windows NT
Windows 2000
Windows 2000 Server
Access 2000
Excel 2000
Excel 2000 Expert
Word 2000
Word 2000 Expert
PowerPoint
Office 2000
Office 97
Cisco CCNA
Cisco CCDA
Oracle 8i
E-Commerce
Novel
Lotus Notes
Visual Basic
Java
HTML
Visual InterDev
PowerBuilder
FOCUS
UNIX
Sybase
PhotoShop
S.A.S.
QuickBooks
MS Works
Management Training
|
This course is for anyone who is interested in learning more about estate planning.
This is self-paced, internet-based training -- there are no books to purchase and no scheduled classes to attend.
After completing Estate Planning tutorials, the user should be able to:
- Define the most commonly-used estate planning terms
- Determine the goals of his or her estate plan
- Choose members of an estate planning team
- Take inventory of the estate's assets
- Compare the different types of property ownership
- Identify different types of life insurance and the benefits of each
- Choose the insurance policy that best suits his or her situation
- Compare the options available with pension plans
- Recognize the saving options available other than pension plans
- Distinguish between the different types of business entities
- Determine the goals for the future of his or her business
- Describe the disadvantages of dying without a will
- Explain the function of probate court
- Identify the main parts of a simple will
- Create a distribution plan of his or her assets
- Distinguish between the functions of a will and a trust
- Select a trustee
- Recognize the relative benefits of different types of trusts
- Describe the probate process
- Distinguish between an administrator and an executor
- Select an executor
- Explain how an estate can avoid probate
- Prepare for some unique probate situations
- Determine the qualifications needed for a guardian
- Recognize the different options available for providing for children in a will
- Describe spousal property rights
- Identify the areas of an estate affected by a divorce
- Prepare for a will contest
- Calculate a gross estate and determine the federal estate taxes for it
- Identify types of gifts subject to federal gift tax
- Recognize the different types of state taxes that can affect an estate
- Determine which assets to donate and when to make the donation
- Recognize the different types of charitable gifts
- Identify the tax exclusions and deductions that will reduce estate taxes the most
- Plan asset distribution within the family
- Explain the benefits covered by Social Security income
- Distinguish the different types of medical benefits available at retirement
- Examine the alternatives to appointing a guardian if the estate can no longer be managed
- Explain the functions of a living will and a health care power of attorney
- Define final wishes such as anatomical gifts and burial wishes in the estate plan
- Recognize the options available for caring for an aging parent
- Manage an estate plan as changes to the estate occur
- Distinguish between the concerns related to preparing an estate plan early in life and the concerns for preparing one later in life
This course has the following features:
- Exercises that allow users to practice the skills needed to prepare an estate plan
- A file containing the text of the exercises
- A file containing the text of the legal documents presented in the course
- Activities that allow users to apply concepts in an interactive questioning environment
- A course index
- A glossary
- A Skill Assessment
|
