Estate Planning: Understanding the Basics

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.

Audience
Recommended for those who want to better prepare now for their future.

Materials
Each participant will receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use.

Duration
4 hours

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.

Fee includes

• 4 hour Interactive training session
• All training materials
• Glossary of related financial terms
• Refreshments

Enrollment is strictly limited and available space will be filled in the order registrations are received.