Tax Guide to Estate Planning#4934182
This course has been archived and cannot be purchased.
Credit
Amount
CPA
2
CFP®
2
EA / OTRP
2
Course Description
Course publication/revision date: This course was updated on 1/1/2019 (covers 2018 tax year, including 2018 inflation adjustments, which were changed by the IRS on 3/5/18).
Estate planning is when tomorrow becomes today! As a result of recent legislation, estate planning has been made surprisingly simple. This mini-course surveys wills, living trusts, gifts, insurance, marital property and probate avoidance. The will and trust forms are explored along with living wills, durable powers of attorney and nominations of conservator.