Estate Planning Course
What will I learn?
Learn the important things about planning how to share your property after life with our course made for people who work with money. We'll talk about important things like setting up money for children's school, making trusts, and understanding who will take care of children if something happens. You'll learn how to write wills, understand different types of trusts, and how power of attorney works. Get better at explaining estate plans, understand the laws about estate tax, and learn how to value assets. Stay away from common legal problems and find ways to pay less estate tax. Become an expert and make sure your customers' money is safe for the future.
Develop skills
Strengthen the development of the practical skills listed below
Learn how to use estate planning tools well: wills, trusts, and instructions.
Understand the estate tax laws: what's happening in the state and the country.
Get better at valuing assets: businesses, land, and retirement funds.
Write clear legal papers: so you don't have problems later.
Find the best ways to pay less tax: giving gifts and donating to charity.
Suggested summary
Workload: between 4 and 360 hours
Before starting, you can change the chapters and the workload.
- Choose which chapter to start with
- Add or remove chapters
- Increase or decrease the course workload
Examples of chapters you can add
You will be able to generate more chapters like the examples below
This is a free course, focused on personal and professional development. It is not equivalent to a technical, undergraduate, or postgraduate course, but offers practical and relevant knowledge for your professional journey.