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
Self Study – Learn at your own pace with a study manual. The concise, easy-to-follow format guides you through information pertinent to policies that you currently sell or intend to sell upon completion. Certification is earned by completing a certification exam, either on paper or online via your student dashboard.
Approved in most states for Insurance CE. Visit https://www.adbanker.com/fsp/ for details.