With proper estate planning, an individual can ensure that his or her property will pass to the right people with minimal delay, red tape, and cost. This course explains estate planning in plain English, step by step, option by option. It covers the estate planning goals of leaving property, providing for young children, planning for incapacity, avoiding probate, and reducing estate tax. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.
CFPs PLEASE NOTE: CFP Program Approval Number: 304609 for 24 CE Hrs This course (#7665 version B) is registered with the CFP Board and will be reported for CFP credit if completed by 12.31.2023. If you have any questions regarding this, please contact customer service at: 800-990-2731.
PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.