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Paul J. Winn - Insurance for Estate Planning

Overview

Estate planning involves organizing financial affairs before death to avoid disputes and maintain privacy. This course covers various aspects of estate planning and the use of life insurance, providing an overview of estate settlement issues, probate estate, and the federal gross estate, ideal for advanced planning specialists.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 

Learning Objectives

  • explain the differences between an estate for tax purposes and a probate estate
  • identify those assets that comprise the federal gross estate
  • demonstrate an understanding of the difference between inheritance taxes and estate taxes
  • explain the typical beneficiary classifications for state inheritance tax purposes
  • describe the common trusts employed in estate tax planning
  • perform an estate tax calculation


Designed For:

Life and health insurance producers and finance professionals




Course Information

Adding additional credit may change exam requirements.

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