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
Learning 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.
At WebCE, we are passionate about delivering exceptional professional development solutions. With world-class customer support and education to serve multiple professions, we're here to help professionals reach their career goals.
Information
Copyright ©1992-2026 WebCE®. All Rights Reserved.
S1-32 - Framework