What does the Estate Planning course cover?
Estate Planning is covered here in 15 modules: Introduction to Estate Planning: Understanding the estate planning process, Wills and Trusts: Creating a valid will, Creating and managing trusts, Probate and Estate Administration: Managing estate administration and 12 more. The outline lists 60 specific topics, opening with defining estate planning and its importance and closing with managing estate taxes and other challenges.
How do you approach Estate Planning step by step?
The work is sequenced in 15 stages. It starts with Introduction to Estate Planning: Understanding the estate planning process, moves through Wills and Trusts: Creating a valid will, Creating and managing trusts and Probate and Estate Administration: Managing estate administration, and ends at Estate Planning for Blended Families: Managing estate taxes and other challenges.
What is in Module 1 of the Estate Planning course?
Module 1 is Introduction to Estate Planning: Understanding the estate planning process. It works through defining estate planning and its importance, understanding the estate planning process, identifying key players in estate planning and 1 more. It sets the vocabulary the remaining 14 modules build on.
How is the Estate Planning course delivered?
The Estate Planning course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.
How much does the Estate Planning course cost?
The Estate Planning course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
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More answers: what you get with every course, refund policy, all help answers.
Mastering Estate Planning: A Step-by-Step Guide to Ensuring Everything is Covered
This comprehensive course is designed to provide participants with a thorough understanding of estate planning, ensuring that everything is covered. Upon completion, participants will receive a certificate issued by The Art of Service.Course Overview
This course is interactive, engaging, comprehensive, personalized, up-to-date, practical, and features real-world applications. Our expert instructors have crafted high-quality content, and participants will have access to a flexible learning environment that is user-friendly, mobile-accessible, and community-driven.Course Features
- Interactive: Engage with instructors and peers through discussions and activities
- Engaging: Learn through real-world examples, case studies, and hands-on projects
- Comprehensive: Cover all aspects of estate planning, from basics to advanced topics
- Personalized: Receive feedback and guidance from instructors
- Up-to-date: Stay current with the latest developments and changes in estate planning
- Practical: Apply knowledge and skills to real-world scenarios
- Real-world applications: Learn from experienced professionals and apply concepts to real-world situations
- High-quality content: Access expertly crafted materials, including videos, readings, and resources
- Expert instructors: Learn from experienced professionals with extensive knowledge in estate planning
- Certification: Receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Access course materials at any time, from any device
- User-friendly: Navigate the course platform with ease
- Mobile-accessible: Access course materials on-the-go
- Community-driven: Connect with peers and instructors through discussion forums
- Actionable insights: Apply knowledge and skills to real-world scenarios
- Hands-on projects: Practice and apply concepts through interactive activities
- Bite-sized lessons: Learn in manageable chunks, at your own pace
- Lifetime access: Access course materials forever, even after completion
- Gamification: Engage with the course through interactive elements and challenges
- Progress tracking: Monitor your progress and stay on track
Course Outline
Module 1. Introduction to Estate Planning: Understanding the estate planning process
- Defining estate planning and its importance
- Understanding the estate planning process
- Identifying key players in estate planning
- Overview of estate planning tools and strategies
Module 2. Wills and Trusts: Creating a valid will, Creating and managing trusts
- Understanding wills and their role in estate planning
- Creating a valid will
- Understanding trusts and their role in estate planning
- Creating and managing trusts
Module 3. Probate and Estate Administration: Managing estate administration
- Understanding probate and the probate process
- Managing estate administration
- Understanding the role of the executor
- Managing estate taxes and fees
Module 4. Powers of Attorney and Advance Directives: Creating and managing powers of attorney
- Understanding powers of attorney and their role in estate planning
- Creating and managing powers of attorney
- Understanding advance directives and their role in estate planning
- Creating and managing advance directives
Module 5. Estate Tax Planning: Managing estate tax returns and audits
- Understanding estate taxes and their impact on estate planning
- Minimizing estate taxes through planning and strategy
- Understanding the role of exemptions and deductions
- Managing estate tax returns and audits
Module 6. Retirement Planning and Estate Planning: Understanding the intersection of
- Understanding the intersection of retirement planning and estate planning
- Managing retirement accounts and estate planning
- Understanding the role of beneficiary designations
- Creating a comprehensive retirement and estate plan
Module 7. Business Succession Planning: Creating a business succession plan
- Understanding business succession planning and its role in estate planning
- Creating a business succession plan
- Understanding the role of buy-sell agreements
- Managing business succession and estate taxes
Module 8. Charitable Giving and Estate Planning: Creating a charitable giving plan
- Understanding charitable giving and its role in estate planning
- Creating a charitable giving plan
- Understanding the role of charitable trusts
- Managing charitable giving and estate taxes
Module 9. Asset Protection and Estate Planning: Creating an asset protection plan
- Understanding asset protection and its role in estate planning
- Creating an asset protection plan
- Understanding the role of trusts and other asset protection tools
- Managing asset protection and estate taxes
Module 10. Estate Planning for Non-Traditional Families: Managing estate taxes and other challenges
- Understanding estate planning for non-traditional families
- Creating an estate plan for non-traditional families
- Understanding the role of trusts and other estate planning tools
- Managing estate taxes and other challenges
Module 11. Estate Planning for Business Owners: Managing estate taxes and other challenges
- Understanding estate planning for business owners
- Creating an estate plan for business owners
- Understanding the role of buy-sell agreements and other business succession tools
- Managing estate taxes and other challenges
Module 12. Estate Planning for High Net Worth Individuals: Managing estate taxes and other challenges
- Understanding estate planning for high net worth individuals
- Creating an estate plan for high net worth individuals
- Understanding the role of trusts and other estate planning tools
- Managing estate taxes and other challenges
Module 13. International Estate Planning: Creating an international estate plan
- Understanding international estate planning
- Creating an international estate plan
- Understanding the role of trusts and other estate planning tools
- Managing estate taxes and other challenges
Module 14. Estate Planning for Special Needs Families: Managing estate taxes and other challenges
- Understanding estate planning for special needs families
- Creating an estate plan for special needs families
- Understanding the role of trusts and other estate planning tools
- Managing estate taxes and other challenges
Module 15. Estate Planning for Blended Families: Managing estate taxes and other challenges
- Understanding estate planning for blended families
- Creating an estate plan for blended families
- Understanding the role of trusts and other estate planning tools
- Managing estate taxes and other challenges