Estate Planning Training

Summary:

This online training series helps users understand the various considerations in planning an estate. It provides an overview of the terms and resources needed to prepare an estate plan, and explains how to determine assets, will preparation strategies and considerations, trusts, and retirement issues. Also covered are tax strategies to implement in your estate planning. This online training series also offers guidance on revising an estate plan throughout life changes.

This Estate Planning online training series provides 25 hours of self-paced courseware. This web-based training provides 1 year of unlimited access to all of the following lessons:

1 . Starting an Estate Plan
2 . Sorting Out Your Assets
3 . Preparing Your Will
4 . All About Probate
5 . Considering Your Family
6 . Taxes to Expect
7 . Tax Strategies
8 . Retirement Issues
9 . Revising an Estate Plan

Lesson Detail:

Starting an Estate Plan
This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.

What Is an Estate?
Looking Ahead
Getting Started
Taking Inventory
Joint Property

Sorting Out Your Assets
This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.

Life Insurance
Determining Coverage
Pension Plans
Other Ways to Save
Your Business and Your Estate
Other Business Considerations

Preparing Your Will
This course provides an introduction to wills and trusts, as applicable to United States regulations.

Why Have a Will?
The Simple Will
Distributing Your Assets
Introduction to Trusts
Trusts and Wills
Living Trusts

All About Probate
This course provides an overview of probate and probate court, as applicable to United States regulations.

Landing in Probate
The Executor
Keeping Probate Costs Down
Special Probate Situations

Considering Your Family
This course provides information on the inheritance rights of spouses and children, and ways to prevent challenges to a will, as applicable to United States regulations.

Choosing a Guardian
Managing Your Child's Assets
Your Spouse's Rights
Divorce and Its Consequences
Challenging a Will
Things to Avoid

Taxes to Expect
This course provides information on federal, state, and gift taxes, and how they affect an estate, as applicable to United States regulations.

Federal Estate Taxes
Calculating Tax Deductions
Gift Taxes
Gifts and Their Consequences
State Taxes
Other Taxes to Consider

Tax Strategies
This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.

Charitable Donations
More Ways to Donate
Income Tax Savings
Taxes and Your Will
Benefits to Your Family
Distributing Your Assets

Retirement Issues
This course provides strategies for preparing for retirement and other elder issues within the estate plan, as applicable to United States regulations.

Social Security
Other Retirement Benefits
Preserving Your Assets
Health-Related Issues
Final Considerations

Revising an Estate Plan
This course provides strategies for revising an estate plan throughout life, as applicable to United States regulations.

Elder Issues
Other Estate Plan Considerations
Strategies for the Single Person
Planning throughout Your Life

Certification:
Estate Planning

Audience:
This online training series is for anyone who is interested in learning more about estate planning.

Features:

Simulations teach learners to perform specific tasks in applications through guided, multi-step exercises.
Activities allow learners to apply course concepts in an interactive questioning environment.
Exercises allow learners to practice in the actual application being studied.
A Course Topics list contains active hyperlinks, permitting quick access to specific topics.
Find-A-Word allows learners to look up an unfamiliar term in the Glossary, on the Web, or in a dictionary. In addition, it lets them find other occurrences of the term in the same course.
Search text enables learners to rapidly search all text within a course to easily retrieve information required.
Courses challenge the learner with a variety of question formats, including multi-step simulations, true/false, multiple choice, and fill-in-the-blank.
A skill assessment generates a customized learning path based on the results of a pre-test.
A glossary provides a reference for definitions of unfamiliar terms.
Bookmarking tracks the learner's progress in a course.

Technical Requirements:

Internet connection
Browser: Internet Explorer, FireFox, Chrome, Safari, Opera or any standards compliant browser.
Authorware and Macromedia Flash player recommended but not required.
JavaScript must be enabled.

What You Get:

You will receive Unlimited Access to all of the Estate Planning training tutorials listed above. Your online training courses will be available from anywhere you have internet access.This e-learning series includes all of the online training tutorials listed and is provided in an interactive, self-paced format. Retake any or all of our computer training as often as you want. Our online tutorials allow you to learn anywhere, anytime from any computer with internet access. All courses allow for 1 year unlimited access (1 user), include a variety of features and qualify for Continuing Education Unit credit.

StaffKit is a leader in providing online computer training tutorials and online education. We have customers use our online training courses in over 75 countries. StaffKit has been providing e-learning solutions for 10 years.

Web-Based Training Products:

Estate Planning Online Training Series

Only $29.95

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