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This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
Objectives:
- 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
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Minimum 500MHz Processor; 128 MB RAM; Minimum display resolution 800x600; Windows 2000, XP, Vista, 7 or Mac OS X v10.4+; Internet Explorer 6.0+ or Firefox 3.0+ or Chrome 3.0+ or Safari 4.0+. 56K minimum connection; Adobe Flash Player 9.0+ or Windows Media Player 9.0+ for IE users who do not have Adobe Flash Player; JavaScript, popup windows and cookies enabled; Sound card with speakers or headphones strongly recommended.
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Product names mentioned in this catalog may be trademarks/servicemarks or registered trademarks/servicemarks of their respective companies and are hereby acknowledged. All product names that are known to be trademarks or service marks have been appropriately capitalized. Use of a name in this catalog is for identification purposes only, and should not be regarded as affecting the validity of any trademark or service mark, or as suggesting any affiliation between MindLeaders, Inc. and the trademark/servicemark proprietor.
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