Estate Planning

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Estate Planning

The key document in estate planning is a will. Learn about estate planning documents from a registered financial consultant (RFC) in this course.

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3h

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7 days

created on

01/12/2017

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Syllabus:

Aula #1 - Estate Planning : Estate Planning Documents
Aula #2 - Estate Planning : Estate Planning State Laws
Aula #3 - Estate Planning : Estate Planning Techniques
Aula #4 - Estate Planning : Estate Planning Worksheets
Aula #5 - Estate Planning : Estate Planning Software
Aula #6 - Estate Planning : Estate Planning Attorneys
Aula #7 - Estate Planning : Estate Planning Tips
Aula #8 - Estate Planning : Fatal Accidents & Estate Planning
Aula #9 - Estate Planning : Estate Planning & Probate
Aula #10 - Estate Planning : Family Estate Trust
Aula #11 - Estate Planning : Importance of Estate Planning
Aula #12 - Estate Planning : Estate Planning Conflicts of Interest
Aula #13 - Estate Planning : Estate Planning Costs
Aula #14 - Estate Planning : How Long Does Estate Planning Take?
Aula #15 - Estate Planning : Estate Planning Final Disclosure
Aula #16 - Estate Planning : Living Trust vs Will
Aula #17 - Estate Planning : Retirement & Estate Planning
Aula #18 - Estate Planning : Estate Planning After Death
Aula #19 - Estate Planning : Estate Planning & Asset Protection
Aula #20 - Estate Planning : Taxable Estates
Aula #21 - Estate Planning : Estate Planning Checklist
Aula #22 - Estate Planning : Requirements to be an Estate Planner
Aula #23 - Estate Planning : What Is a Durable Power of Attorney?
Aula #24 - Estate Planning : Tenants in Common
Aula #25 - Estate Planning : What Is a Bypass Trust?
Aula #26 - Estate Planning : Guidelines for Choosing an Executor
Aula #27 - Estate Planning : The Pros & Cons of a Bypass Trust
Aula #28 - Estate Planning : How to Set Up a Living Trust
Aula #29 - Estate Planning : What Is an Heir Apparent?
Aula #30 - Estate Planning : Required Minimum Distribution
Aula #31 - Estate Planning : How to Set Up a Living Will
Aula #32 - Estate Planning : Must an Executor Notify a Beneficiary?
Aula #33 - Estate Planning : What Does it Mean if a Bank Account Says POD?
Aula #34 - Estate Planning : Do You Always Have to Probate a Will?
Aula #35 - Estate Planning : Cost of Setting Up a Living Trust
Aula #36 - Estate Planning : Elder Law vs. Estate Planning
Aula #37 - Estate Planning : Purpose of a Living Will
Aula #38 - Estate Planning : What Documents are Needed for Estate Planning?
Aula #39 - Estate Planning : What Are Gift Taxes?
Aula #40 - Estate Planning : When Do You Have to Probate a Will?
Aula #41 - Estate Planning : A Checklist for When Death Occurs
Aula #42 - Estate Planning : How are Trusts Taxed?
Aula #43 - Estate Planning : What Does a Will Do?
Aula #44 - Estate Planning : Tips for Wealth Management
Aula #45 - Estate Planning : If You Die Without a Will is Probate Necessary?
Aula #46 - Estate Planning : How Do I Contest a Will?
Aula #47 - Estate Planning : How to Become a Probate Attorney
Aula #48 - Estate Planning : When Should I Begin Planning My Estate?
Aula #49 - Estate Planning : What Is an Heir?
Aula #50 - Estate Planning : What Is Made Public in a Probate?
Aula #51 - Estate Planning : The Purpose of an Irrevocable Living Trust
Aula #52 - Estate Planning : What Is a Constructive Trust?
Aula #53 - Estate Planning : What to Do When Someone Dies
Aula #54 - Estate Planning : Do Some Heirs Have More Rights Than Others?
Aula #55 - Estate Planning : Heirs' Rights in Absence of a Will
Aula #56 - Estate Planning : Do You Have to File an Income Tax Return After Someone Dies?
Aula #57 - Estate Planning : Guide for Estate Executors
Aula #58 - Estate Planning : What Are Capital Gains in a Bypass Trust?
Aula #59 - Estate Planning : Does the Will Say How Life Insurance is Paid?
Aula #60 - Estate Planning : Difference Between Will & Living Trust
Aula #61 - Estate Planning : What Are the Rights of Heirs?
Aula #62 - Estate Planning : Family Estate Trust or Revocable Living Trust?
Aula #63 - Estate Planning : What Is a Probate?
Aula #64 - Estate Planning : Can a Trustee or Executor be Replaced?
Aula #65 - Estate Planning : The Probate Process Explained
Aula #66 - Estate Planning : Who Gets Life Insurance Payable to an Estate or Trust?
Aula #67 - Estate Planning : If You Are Beneficiary of an IRA or 401k
Aula #68 - Estate Planning : Estate Planning Checklist
Aula #69 - Estate Planning : The Probate Inventory
Aula #70 - Estate Planning : What Happens if an IRA or 401k is Payable to the Estate Trust?
Aula #71 - Estate Planning : Have You Been Named in the Will?
Aula #72 - Estate Planning : Do Creditors Get Paid When Someone Dies?
Aula #73 - Estate Planning : Whom to Notify When Someone Dies
Aula #74 - Estate Planning : Are There Executor Fees?
Aula #75 - Estate Planning : What Is a Family Estate Trust?
Aula #76 - Estate Planning : General Types of Wills
Aula #77 - Estate Planning : What Is Estate Planning?
Aula #78 - Estate Planning : Are Wills Open to the Public?
Aula #79 - Estate Planning : What is a Domiciliary Executor?
Aula #80 - Estate Planning : What Part of Your Estate is Taxable?
Aula #81 - Estate Planning : When Does the Trust Stay Private?
Aula #82 - Estate Planning : Federal Inheritance Taxes
Aula #83 - Estate Planning : What Is a Revocable Living Trust?
Aula #84 - Estate Planning : Retirement Planning vs. Estate Planning
Aula #85 - Estate Planning : What Does it Mean if a Bank Account Says ROS?
Aula #86 - Estate Planning : How Many Months Do You Have to File an Estate Tax Return?
Aula #87 - Estate Planning : When Do You Have to File an Estate Tax Return?
Aula #88 - Estate Planning : Have You Been Named a Beneficiary in a Trust?
Aula #89 - Estate Planning : Asset Protection vs. Estate Planning
Aula #90 - Estate Planning : Does a Will Trump Life Insurance?
Aula #91 - Estate Planning : How to Draw Up Executor of Estate Paper Work
Aula #92 - Estate Planning : What Is a Missing Heir?
Aula #93 - Estate Planning : What Is Trust Fraud?
Aula #94 - Estate Planning : Advantages of a Living Trust
Aula #95 - Estate Planning : Definition of an Estate Executor
Aula #96 - Estate Planning : What Are Capital Gains Taxes?
Aula #97 - Estate Planning : Is an IRA or a 401k Paid According to the Will?
Aula #98 - Estate Planning : What Does it Take to Be an Estate Planner?
Aula #99 - Estate Planning : Definition of a Trust
Aula #100 - Estate Planning : What Is an Executor's Deed?
Aula #101 - Estate Planning : What Is Executor Compensation?
Aula #102 - Estate Planning : What Is the Role of an Executor?
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Modules & lessons

Module 1: Estate Planning

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