Financial Planning: The Estate

Overview

This course provides the basics of estate planning, including a review of wills, trusts, and business ownership.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • identify the various ways to transfer property at death
  • understand the various forms of asset ownership
  • describe how wills and trusts fit into the estate planning process
  • understand the estate tax and gift tax exemptions
  • understand how a family limited liability company can reduce estate tax exposure and facilitate asset transfer
  • identify the issues surrounding business continuation upon the death of an owner

Designed For:

Retail, Investment Advisory




Course Information

Adding additional credit may change exam requirements.