Estate Planning: Sorting Out Your Assets

Synopsis
Estate Planning: Sorting Out Your Assets provides an overview of some of the most common types of estate assets.

Audience
This course is for anyone who is interested in learning more about estate planning.

Time
4 hours

Product Code: EPLC02

After completing Estate Planning: Sorting Out Your Assets the user should be able to:

Identify different types of life insurance and the benefits of each

Choose the insurance policy that best suits his or her situation

Compare the options available with pension plans

Recognize the saving options available other than pension plans

Distinguish between the different types of business entities

Determine the goals for the future of his or her business

Life Insurance
What life insurance can do for you

Which policy is best for you?

Determining Coverage
Calculating coverage requirements

Insurance ownership and beneficiaries

Insurance and taxes

Canceling insurance policies

Pension Plans
Qualified pension plans

Vesting requirements

Distribution requirements

Early withdrawals from your pension plan

Will your company pension be there when you need it?

Other Ways to Save
Alternatives to established pension plans

Annuities

Variable annuities

Building wealth at the IRS's expense

Your Business and Your Estate
Sole proprietor

Partnerships

Corporations

Limited liability company

Other Business Considerations
Taxes

Buy-sell agreement

Time marches on

Key employee

Selling your business

This course has the following features:

Exercises that allow users to practice the skills needed to prepare an estate plan

A file containing the text of the exercises

Activities that allow users to apply concepts in an interactive questioning environment

A glossary

A Skill Assessment

Estate Planning: Starting an Estate Plan (EPLC01)

Get more out of your Software
Improve your Skills
Prepare for Certification
Save time every time and reduce frustration.

Our online training material lets you:
TEST your skills
LIST the areas where you need additional training
Take lessons that TEACH SKILLS to improve these areas
Tests your skills again

NO HIDDEN CHARGES.
NO SETUP or SHIPPING CHARGES.
NO ads or banners in the training material.
No selling of your personal information, no email lists.
Just 100% Quality Training at one low price.

Repeat the courses as often as you need, you have 12 months of unlimited access and can view your scores anytime so you can easily track your progress.

Our training is tested and guaranteed to provide RESULTS and save you TIME.

All courseware is online 24 hours a day.
Our courseware is optimized so content delivery is fast even with a 28.8 modem connection.
If you can get on the Internet you can access the training, ANYWHERE, ANYTIME.