After completing Estate Planning: Tax Strategies the user should be able to:

	Determine which assets to donate and when to make the donation
	Recognize the different types of charitable gifts
	Identify the tax exclusions and deductions that will reduce estate taxes the most
	Plan asset distribution within the family

Charitable Donations

	Tax savings and goodwill
	Which assets to give
	Getting donations in order
	Alternating years

More Ways to Donate

	Charitable annuity
	Charitable remainder trusts
	Charitable lead trusts
	Pooled income funds
	Other charitable gifts
	Retirement and beyond

Income Tax Savings

	Dependents or deductions?
	Kiddie tax
	Divorce and taxes
	Exclusions and deductions
	Business deductions

Taxes and Your Will

	Estate tax savings
	Savings by your executor

Benefits to Your Family

	The next generation
	Partial gifts
	Life insurance

Distributing Your Assets

	Loans within the family
	Your family as buyers
	Gifts to minors
	Splitting it with your spouse
	Distributions through your business

This course has the following features:

	Exercises that allow users to practice the skills needed to prepare an estate plan
	A file containing the text of the exercises
	Activities that allow users to apply concepts in an interactive questioning environment
	A glossary
	A Skill Assessment

	Estate Planning: Starting an Estate Plan (EPLC01)
	Estate Planning: Sorting Out Your Assets (EPLC02)
	Estate Planning: Preparing Your Will (EPLC03)
	Estate Planning: All About Probate (EPLC04)
	Estate Planning: Considering Your Family (EPLC05)
	Estate Planning: Taxes to Expect (EPLC06)