Self Study: Estate Tools and Trusts 2022

Starts:  Apr 15, 2024 12:00 AM (ET)
Ends:  Apr 30, 2025 12:00 AM (ET)
Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation and disposition of property at the minimum possible tax cost. This exceptional mini-course surveys wills, living trusts, gifts, marital property and probate avoidance. Designed to eliminate estate problems and death taxes, the emphasis is on practical, cost-effective solutions. The text reviews and explains both federal gift and estate tax systems giving practice pointers and planning observations.