Estate Planning Series: Starting an Estate Plan
Product Code: eplc01 Time: 3.0 hour(s) CEUs: Available

Summary:
This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

Objectives:

After completing this course, students will 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


Topics:

  • What Is an Estate?
  • Looking Ahead
  • Getting Started
  • Taking Inventory
  • Joint Property

Technical Requirements:
200MHz Pentium with 32MB Ram. 800 x 600 minimum screen resolution. Windows 98, NT, 2000, or XP. 56K minimum connection speed, broadband (256 kbps or greater) connection recommended. Internet Explorer 5.0 or higher required. Flash Player 7.0 or higher required. JavaScript must be enabled. Netscape, Firefox and AOL browsers not supported.

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