| Estate Planning: Starting an Estate Plan |
| This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations. |
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- What Is an Estate?
- Looking Ahead
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- Getting Started
- Taking Inventory
- Joint Property
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| Estate Planning: Sorting Out Your Assets |
| This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations. |
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- Life Insurance
- Determining Coverage
- Pension Plans
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- Other Ways to Save
- Your Business and Your Estate
- Other Business Considerations
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| Estate Planning: Preparing Your Will |
| This course provides an introduction to wills and trusts, as applicable to United States regulations. |
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- Why Have a Will?
- The Simple Will
- Distributing Your Assets
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- Introduction to Trusts
- Trusts and Wills
- Living Trusts
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| Estate Planning: All About Probate |
| This course provides an overview of probate and probate court, as applicable to United States regulations. |
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- Landing in Probate
- The Executor
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- Keeping Probate Costs Down
- Special Probate Situations
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| Estate Planning: Considering Your Family |
| This course provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations. |
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- Choosing a Guardian
- Managing Your Child's Assets
- Your Spouse's Rights
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- Divorce and Its Consequences
- Challenging a Will
- Things to Avoid
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| Estate Planning: Taxes to Expect |
| This course provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations. |
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- Federal Estate Taxes
- Calculating Tax Deductions
- Gift Taxes
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- Gifts and Their Consequences
- State Taxes
- Other Taxes to Consider
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| Estate Planning: Tax Strategies |
| This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations. |
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- Charitable Donations
- More Ways to Donate
- Income Tax Savings
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- Taxes and Your Will
- Benefits to Your Family
- Distributing Your Assets
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| Estate Planning: Retirement Issues |
| This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations. |
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- Social Security
- Other Retirement Benefits
- Preserving Your Assets
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- Health-Related Issues
- Final Considerations
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| Estate Planning: Revising an Estate Plan |
| This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations. |
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- Elder Issues
- Other Estate Plan Considerations
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- Strategies for the Single Person
- Planning throughout Your Life
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