Estate Planning Fundamentals

$135.00

SKU: 11192 Category: Tag:

Description

Explains the estate planning process, the benefits of estate planning, and the issues to consider when developing an estate plan. Describes the various estate planning documents—wills, trust agreements, living wills, and the types of powers of attorney. Explains ways to make gifts to minors and still allow adult control of the property. Discusses the advantages and disadvantages of making lifetime gifts.

Additional information

Topic

Wealth Management Training

Length

30 Minutes

Member Price

135

Non-Member Price

185

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Trust & Investments, Wealth Management

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