estate planning online training course tutorials

See How It Works

This online course includes tutorials for:	Time Needed
Starting an Estate Plan	2 hours
Sorting Out Your Assets	4 hours
Preparing Your Will	3 hours
All About Probate	2 hours
Considering Your Family	3 hours
Taxes to Expect	3 hours
Tax Strategies	3 hours
Retirement Issues	3 hours
Revising an Estate Plan	2 hours
Estimated time needed to complete entire course	25 hours

Receive your login ID to take the training courses online, as many times as you wish, for 1 year. Click here for group orders.

Buy this entire online training course with one easy payment of $37

Benefits

Unlimited access for 1 year
Learn anytime, anywhere
You control the pace
Start & stop wherever you want
No books to read
No software needed
Value Packs include Free online tech support
Double guarantee

100% Money back guarantee
One time payment No monthly fee
Use the course index for review anytime
Answer course questions with at least 70% accuracy and print your own certificates of completion to prove that you have mastered each training course.
Free status reports for company managers

Requirements

All you need is a PC with Windows, the Microsoft Internet Explorer (browser) and an Internet connection.
Note: The online computer training is designed to work only with Internet Explorer. Prices shown are per user.

What You will Learn

This online training course 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 online training course also offers guidance on revising an estate plan throughout life changes.

Starting an Estate Plan

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

Sorting Out Your Assets

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

Preparing Your Will

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

All About Probate

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

Considering Your Family

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

Taxes to Expect

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

Tax Strategies

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

Retirement Issues

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

Revising an 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

Estate Planning Join over 1 million people who learn online, with these complete interactive computer training courses.

Estate Planning
Join over 1 million people who learn online, with these complete interactive computer training courses.