This course provides an overview of estate planning and the various strategies and techniques available for creating an effective estate plan. Transfer taxes such as gift, estate and generation-skipping transfer taxes are introduced along with planning techniques to minimize taxes on wealth transfers. The non-tax aspects of estate planning, such as the estate planning process, probate, property ownership, planning for incapacity and estate planning for business owners are also studied in this course. Documents such as wills, trusts, powers of attorney and powers of appointment are addressed.
Who should attend
Recent college graduates, career changers, retirees, and financial services professionals.
FP 101 Introduction to Financial Planning (FP 102, and FP 104 strongly recommended).
Applies Towards the Following Certificates
- Certificate in Financial Planning : Financial Planning Certificate