Estate Planning: Taxes to Expect

Synopsis
Estate Planning: Taxes to Expect provides information on federal state and gift taxes and how they affect an estate.

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

Time
2 hours

Product Code: EPLC06

After completing Estate Planning: Taxes to Expect the user should be able to:

Calculate a gross estate and determine the federal estate taxes for it

Identify types of gifts subject to federal gift tax

Recognize the different types of state taxes that can affect an estate

Federal Estate Taxes
The levy amount

The gross estate

Calculating the gross estate

Calculating Tax Deductions
Allowable tax deductions

Calculating the taxable estate

Gift Taxes
Presenting a gift

Federal gift tax

Tax free gifts

Marital gift deduction

Gifts and Their Consequences
A variety of gifts

Prior gifts and the unified credit

Estate and gift taxes

Deferring gifts

State Taxes
Inheritance and estate taxes

Legal residence

Three ways of taxing you

Other Taxes to Consider
State gift tax

State income taxes

A retirement residence

This course has the following features:
Exercises that allow users to practice the skills needed to plan an estate.

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)

Estate Planning: Sorting Out Your Assets (EPLC02)

Estate Planning: Preparing Your Will (EPLC03)

Estate Planning: All About Probate (EPLC04)

Estate Planning: Considering Your Family (EPLC05)

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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

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