
Course Description: This course covers the basic principles and steps in asset preparation. Learn about wills, trusts, property management, and other essential topics in estate planning.
| Lessons |
Time (Min:Sec) |
|---|---|
| Introduction PREVIEW, CLICK HERE | 00:25 |
| Steps to Follow PREVIEW, CLICK HERE | 04:47 |
| Timeline PREVIEW, CLICK HERE | 04:54 |
| Put Together a Team | 05:09 |
| Special Considerations | 02:56 |
| Power of Attorney and Advance Healthcare | 07:00 |
| Probate | 02:49 |
| Controlling your Estate | 03:54 |
| Trusts and Charitable Giving | 02:49 |
| Joint Ownership | 01:29 |
| Contracts | 01:43 |
| Staying in Control | 05:28 |
| Charitable Giving | 10:26 |
| Death and Taxes | 01:48 |
| Death Triggers Tax Issues | 05:54 |
| Federal Estate Tax Rates by Year | 02:56 |
| Paying Estate Taxes | 01:52 |
| Married Couples - Estates Over $3.5 Million | 01:00 |
| Family Businesses and Farms | 02:06 |
| Weighing your Options | 02:06 |
| Estate Planning Decisions | 01:01 |
| Conclusion | 02:50 |
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