| Course
Name (Format) |
CEU |
Cost |
|
|
| CFP Code of Ethics (Required ETHICS)**($15) (Online) | 2 | $49 | Buy |
| CFP Code of Ethics (Required ETHICS)**($15) (Text Book) | 2 | $49 | Buy |
|
| Annuities (Text Book) | 15 | $59 | Buy |
|
| Asset Allocation (Online) | 30 | $99 | Buy |
| Asset Allocation (Text Book) | 30 | $119 | In Cart |
|
| Deferred Annuities (Text Book) | 10 | $39 | Buy |
|
| Ethics & Beyond (Online) | 10 | $29 | Buy |
| Ethics & Beyond (Text Book) | 10 | $39 | In Cart |
|
| Guide To Gift/Estate Taxes (Online) | 30 | $99 | In Cart |
| Guide To Gift/Estate Taxes (Text Book) | 30 | $119 | Buy |
|
| Health Insurance Plans (Online) | 15 | $49 | Buy |
| Health Insurance Plans (Text Book) | 15 | $59 | Buy |
|
| IRA Products/SIMPLE Plans (Online) | 30 | $99 | Buy |
| IRA Products/SIMPLE Plans (Text Book) | 30 | $119 | In Cart |
|
| Long Term Care (Text Book) | 15 | $59 | In Cart |
|
| Mutual Fds/Individual Sec (Online) | 30 | $99 | Buy |
| Mutual Fds/Individual Sec (Text Book) | 30 | $119 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 15 | $59 | In Cart |
|
| Small Bus Retirement Plans (Text Book) | 10 | $39 | Buy |
|
| Living Trust/Probate Avoid (Text Book) | 30 | $119 | Buy |
|
| Understanding Living Trusts (Online) | 30 | $99 | Buy |
| Understanding Living Trusts (Text Book) | 30 | $119 | Buy |
Understanding Living Trusts – Course Summary
A living trust is a key component of estate planning. This course discusses living trusts in the context of their place in estate planning. The course begins with an introduction and overview of estate planning, including its importance, benefits, and the problems that occur if estate planning is not accomplished. Then probate is explained, including what probate is, kinds of probate, the probate process. And common pros and cons of the probate process. Then, the course focuses on the federal estate tax system, gifting to reduce estate tax liability, state taxes at death and generation skipping transfer taxation. Life insurance and its critical place in estate plans is then discussed. Joint ownership, avoiding probate and the impact of the death of an owner of jointly held property on the estate of the deceased is explored next, followed by various account structures, such as retirement accounts and bank accounts, that avoid probate. The next topic provides an overview of what a will is, who needs a will, what makes a valid will, kinds of wills, and special considerations in providing for minors through a will. Foundational information concerning the creation of trusts, the parties in a trust, types of trusts, uses of trusts and trusts and probate is then provided. The course moves onto a discussion of living trusts, including what they are, what laws apply to their formation, the parties to the living trust and their functions, and the types of testamentary trusts utilized with them in estate planning. The course finishes by looking at the use of irrevocable life insurance trusts in estate planning and the importance of utilizing a will even when a living trust is established.
300 questions to meet the new CFP standards
(Close Detail) |
|
| Work Ethics (Online) | 5 | $19 | Buy |
| Work Ethics (Text Book) | 5 | $29 | Buy |
|
