Basic Steps in Estate Planning
Course Description: In this course we will cover some basic principles and steps in asset preparation. You will be learning about wills, trusts, property management as well as other essential topics that deal with estate planning.
Total Time: 1hr. 33min.
| Lessons (To View Complete Course, Login & Click Below) | Time (Min:Sec) |
|---|---|
| Introduction - Preview | 00:25 |
| 1. Steps to Follow - Preview | 04:47 |
| 2. Timeline - Preview | 04:54 |
| 3.Put together a team | 05:09 |
| 4. Special Considerations | 02:56 |
| 5. Power of attorney & advance healthcare | 07:00 |
| 6. Probate | 02:49 |
| 7. Controlling your estate | 03:54 |
| 8. Trusts & Charitable giving | 02:49 |
| 9. Joint Ownership | 01:29 |
| 10. Contracts | 01:43 |
| 11. Staying in control | 05:28 |
| 12. charitable giving | 10:26 |
| 13. Death and Taxes | 01:48 |
| 14. Death triggers tax issues | 05:54 |
| 15.Federal Estate tax rates by year | 02:56 |
| 16. Paying estate taxes | 01:52 |
| 17. Married couples - estates over $3.5 million | 01:00 |
| 18. Family businesses and farms | 02:06 |
| 19. Weighing your options | 02:06 |
| 20. Estate Planning Decisions | 01:01 |
| 21. Conclusion | 02:50 |
