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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.
We offer folowing Estate Planning tutorials:
- Estate Planning: Starting an Estate Plan provides an introduction to the terms and resources needed to begin preparing an estate plan.
- Estate Planning: Sorting Out Your Assets provides an overview of some of the most common types of estate assets.
- Estate Planning: Preparing Your Will provides an introduction to wills and trusts.
- Estate Planning: All About Probate provides an overview of probate and probate court.
- Estate Planning: Considering Your Family provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will.
- Estate Planning: Taxes to Expect provides information on federal, state, and gift taxes, and how they affect an estate.
- Estate Planning: Tax Strategies provides strategies for keeping estate taxes down to a minimum.
- Estate Planning: Retirement Issues provides strategies for preparing for retirement and other elder issues within the estate plan.
- Estate Planning: Revising an Estate Plan provides strategies for revising an estate plan throughout 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
Certificates of Completion!
Just complete an entire course with a passing grade of 70% or better and the 'Certificate' button will automatically display on
a course score's page. Click on this button and you will have the choice of printing a Classic or Jazzy style certificate with the course title, your name and date of completion.
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