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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