Course Description:

Participants who attend this course will have a greater understanding of the estate planning process in general. Participants will learn about an easy 3-step process to set up an estate plan. In addition, this course will help simplify the terminology and jargon used by the financial planning and legal profession.

Course Objectives:

• Discuss important reasons for estate planning.
• Determine ways property can be transferred upon death.
• Examine the process involved with intestate succession and probate.
• Recognize important features of wills.
• Investigate how to choose an executor.
• Identify methods that avoid probate.
• Discuss the various ways assets can be titled.
• Compare revocable vs. irrevocable trusts.
• Review key elements of living, testamentary and special purpose trusts.
• Discover other necessary estate plan documents.
• Uncover valuable information about gifting.
• Calculate federal estate and gift taxes.

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