Intellipass/InsurepassThis course requires the Kindle book: Plan Your Estate
This is a 21 credit hour course
Chapters include: Selecting Your Estate Planning Goals; Personal Concerns and Estate Planning; Special Property Ownership Rules for Married People; Inventorying Your Property; Your Beneficiaries; Children; Wills; Probate and Why You Want to Avoid It; Living Trusts; Joint Tenancy and Tenancy by the Entirety; Pay-on-Death Designations; Life Insurance; Retirement Benefits; State Law Exemptions From Normal Probate; Estate Taxes; Gifts and Gift Taxes; An Overview of Ongoing Trusts; Estate Tax-Saving Bypass Trusts; Other Estate Tax-Saving Marital Trusts; Charitable Trusts; Other Estate Tax-Saving Trusts; Disclaimers: After-Death Estate Tax Planning; Combining Estate Tax-Saving Trusts; Property Control Trusts for Second or Subsequent Marriages; Trusts and Other Devices for Imposing Controls Over Property; Incapacity: Medical and Financial Decisions; Body and Organ Donation, Funerals and Burials; Family Business Estate Planning; Using Lawyers; After You Complete Your Estate Plan; After a Death Occurs; Some Estate Plans