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Estate Planning and Wealth Transfer

Estate Planning and Wealth Transfer

$9.99

$46

Explore the fundamentals of estate planning, wills, trusts, and effective wealth transfer strategies in this comprehensive course. Gain the knowledge and tools to safeguard your assets and ensure a lasting financial legacy for your loved ones.

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Has discount
Expiry period Lifetime
Made in English
Last updated at Wed Jan 2024
Level
Advanced
Total lectures 46
Total quizzes 0
Total duration Hours
Total enrolment 0
Number of reviews 0
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Short description Explore the fundamentals of estate planning, wills, trusts, and effective wealth transfer strategies in this comprehensive course. Gain the knowledge and tools to safeguard your assets and ensure a lasting financial legacy for your loved ones.
Outcomes
  • Understand the fundamentals of estate planning and its importance.
  • Be proficient in creating a Last Will and Testament and understanding the legal framework.
  • Comprehend the intricacies of trusts, including revocable and irrevocable trusts.
  • Gain insights into strategies for minimizing estate tax liability.
  • Learn about gifting strategies, charitable giving, and advanced estate planning techniques.
  • Be equipped to navigate estate planning for business owners and special situations.
  • Understand the ethical considerations in estate planning.
  • Stay informed about emerging trends and technological advances in wealth transfer.
Requirements
  • Internet Connection: You will need a stable internet connection to access course materials, videos, and quizzes.
  • Device: Any device with internet access, such as a computer, tablet, or smartphone, can be used to access the course.
  • PDF Reader: Some course materials may be provided in PDF format, so having a PDF reader installed on your device is recommended.
  • Willingness to Learn: The most important requirement is your eagerness to learn about estate planning and wealth transfer. No specific background is necessary.