Estate Planning Tax Strategies #491123
Course Details, Learning Objectives, Table of Contents
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Course publication/revision date: This course was updated on 5/9/2023 (covers 2023 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, Credit, Sponsor Information
Open link (above): Course Details, Table of Contents, and Learning Objectives.
CFP Board amd IRS credit hours are reported weekly, if applicable.
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 a printed copy of the course-book, sent via USPS.
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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
|Online Book, Online Exam Price
|Hardcopy Book (mailed), Online Exam Price