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Fundamentals of Estate Planning

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Course Description

Estate planning can be a simple or a complicated task, depending on the circumstances. This course covers the many different aspects that should be considered in the estate planning process. It addresses issues to consider when planning for retirement, enforcing the decedents wishes at death, planning for incapacity, and the tax implications at death.

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Learning Format 16 Hours
Self-Study / On-Demand

Credit Type(s)
Taxes

Knowledge Level
Basic