Estate Planning and Wealth Transitioning

Overview

In this course, we’ll examine the basic goals of estate planning and the importance of minimizing estate and gift taxes. We’ll also examine several estate-planning tools that can help clients achieve their estate-planning objectives as well as the role a financial practitioner plays in the estate-planning process.

Find this course for your license

License or Certification

Regulator

Learning Objectives

Describe the basic goals of estate planning and the importance of having an estate plan
Explain the role that wills and trusts play in an estate plan
Explain how the marital deduction and portability can minimize estate taxes
Describe the advantages and disadvantages of lifetime and charitable gifting programs
Understand how life insurance can be used in an estate plan
Describe the planning tools that can be used to manage a person’s affairs in the event of incapacity
Explain the financial practitioner’s role in the estate-planning process

Designed For:

Registered Representatives

Course Information

Adding additional credit may change exam requirements.

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