Estate Planning Series: Starting an Estate Plan
Product Code: EPLC01 Time: 2.0 hour(s) CEUs: Available

Summary:

This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

Objectives:

After completing this course, students will be able to:
  • Define the most commonly-used estate planning terms
  • Determine the goals of his or her estate plan
  • Choose members of an estate planning team
  • Take inventory of the estate's assets
  • Compare the different types of property ownership

Topics:

  • What Is an Estate?
  • Looking Ahead
  • Getting Started
  • Taking Inventory
  • Joint Property

Technical Requirements:

200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. (5.5 or higher for MindLeaders Central) Minimum Connection Speed: 28.8k. Sound card, with speaker or headphones is recommended, but not required to play the courses. Macromedia Flash Player 7.0 (Note: We do not recommend or support installation of the Yahoo toolbar.) JavaScript must be enabled. Netscape and AOL browsers not supported.

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