Estate planning is a process for the conservation and distribution of a person’s property and wealth. Without a proper plan, the value of an estate can be substantially reduced. This course presents a comprehensive look at a wide range of issues to be considered in the estate preservation and planning process.
- Wills and Living Trusts
- Power of Attorney
- Estate Tax
- Gifting to Children
- Charitable Giving
- Asset Protection
Online Course – Review material and receive certification online. Online courses contain written material, chapter quizzes (in most states) and certification exams. Upon finishing the course, you will receive certification on screen confirming you have completed all required actions.
Approved in most states for Insurance CE. Visit https://www.adbanker.com/fsp/ for details.