Basic Steps in Estate Planning

Business Training

Understand the Basics of Managing and Protecting Your Assets


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.

Author: Mary Dee Dickerson

Runtime: 1hr. 33min.

Lessons: 22

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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