Estate Planning

Product type

Estate Planning

Elearn UK
Logo Elearn UK
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Description

This series helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This series also offers guidance on revising an estate plan throughout life changes.

Syllabus

STARTING AN ESTATE PLAN

Provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
  • What Is an Estate?
  • Looking Ahead
  • Getting Started
  • Taking Inventory
  • Joint Property

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This series helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This series also offers guidance on revising an estate plan throughout life changes.

Syllabus

STARTING AN ESTATE PLAN

Provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
  • What Is an Estate?
  • Looking Ahead
  • Getting Started
  • Taking Inventory
  • Joint Property

SORTING OUT YOUR ASSETS

Provides an overview of some of the most common types of estate assets, as applicable to United States regulations.
  • Life Insurance
  • Determining Coverage
  • Pension Plans
  • Other Ways to Save
  • Your Business and Your Estate
  • Other Business Considerations

PREPARING YOUR WILL

Provides an introduction to wills and trusts, as applicable to United States regulations.
  • Why Have a Will?
  • The Simple Will
  • Distributing Your Assets
  • Introduction to Trusts
  • Trusts and Wills
  • Living Trusts

ALL ABOUT PROBATE

Provides an overview of probate and probate court, as applicable to United States regulations.
  • Landing in Probate
  • The Executor
  • Keeping Probate Costs Down
  • Special Probate Situations

CONSIDERING YOUR FAMILY

Provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations.
  • Choosing a Guardian
  • Managing Your Child's Assets
  • Your Spouse's Rights
  • Divorce and Its Consequences
  • Challenging a Will
  • Things to Avoid

TAXES TO EXPECT

Provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.
  • Federal Estate Taxes
  • Calculating Tax Deductions
  • Gift Taxes
  • Gifts and Their Consequences
  • State Taxes
  • Other Taxes to Consider

TAX STRATEGIES

Provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.
  • Charitable Donations
  • More Ways to Donate
  • Income Tax Savings
  • Taxes and Your Will
  • Benefits to Your Family
  • Distributing Your Assets

RETIREMENT ISSUES

Provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.
  • Social Security
  • Other Retirement Benefits
  • Preserving Your Assets
  • Health-Related Issues
  • Final Considerations

REVISING AN ESTATE PLAN

Provides strategies for revising an estate plan throughout life, as applicable to United States regulations.
  • Elder Issues
  • Other Estate Plan Considerations
  • Strategies for the Single Person
  • Planning throughout Your Life

Qualifications

Qualification: Printable Transcript

On completion of this course you may print a transcript off as evidence of your progression throughout the course.

Requirements for Entry

There is no experience or previous qualifications required for enrolment on this course. It is available to all students, of all academic backgrounds.

Study Options

If you do not have Internet access, or would prefer to study this course via the traditional paper/postal based study method, you can find more information on the course by clicking on the link below.

Study Hours

This is only an approximate figure and is dependant upon how much time you can dedicate to your studies and how well you grasp the learning concepts in the course material. Furthermore, at the end of each lesson there is a question paper that needs to be completed and returned to your tutor. You should allow at least 1 - 2 hours of study to complete each question paper.

The approximate amount of time required to complete the course is: 40 hrs.

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