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Tax Guide to Estate Planning#493419

This course has been archived and cannot be purchased.

Credit

Amount

CPA

CFP^®

EA / OTRP

Course Author: Danny Santucci Field of Study (CPA): Taxes Field of Study (CFP): Tax Planning Field of Study (EA/OTRP): Federal Tax Law

Course Details, Learning Objectives, Table of Contents

Course Description

Course publication/revision date: This course was updated on 3/26/2019 (covers 2019 tax year).

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.