Shop Courses > Estate Planning: Tax Strategies

Estate Planning: Tax Strategies#491115

This course has been archived and cannot be purchased.

Credit
Amount
CPA
20
CFP®
12
EA / OTRP
20

Course Description

Course publication/revision date: This course was updated on 4/2/2015 (covers 2015 tax year).

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective.

Course Information