Estate Planning Tax Strategies #491120
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 3/17/2020 (covers 2020 tax year).
Included with course: Coronavirus Tax Summary (supplemental PDF, online only).
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, Credit, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
Course Format Options
If you purchase the "Online (PDF)" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Book and Exam (Print + Postage)" option, you get online access to the course-PDF and exam, PLUS printed copies of both, sent via USPS or UPS.
Taking the Exam Online
Exam questions are answered online through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), certificate appear once you pass the exam.
CFP Board and IRS CE credits are reported weekly, if applicable.
How To Register Online
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2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. After checking out, return to "My Account" to view your course and online exam.
Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price