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Accounting for Digital Assets in Estate Planning  #294323



Course Details, Learning Objectives, Table of Contents

Credits
CPA 1

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Course Description

Course publication/revision date: This course was updated on 7/27/2023.

It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today’s digital world.  This course discusses, in detail, why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions.

Course, Credit, Sponsor Information  
(See above: Course Details, Learning Objectives, Table of Contents)

Course Format Options
If you purchase the "Online Book and Online Exam" 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 "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
1. Enter Quantity 
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. Return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
 

Online Book, Online Exam Price   $15.00
Hardcopy Book, Online Exam Price   $27.00

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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