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A Guide to Estate Planning

  • ITEM SKU
    8430
  • CPE Hours
    16
  • Full Course Price
    $94.50
Exam Questions: 80
Course Level: Basic
Pages: 336 | Content: 300, Supplemental: 36
NASBA Area of Study: Finance
Not Acceptable for: Enrolled Agents
Version: 8430

Proper estate planning can help ensure that loved ones are protected from legal hassles and financial uncertainty, and that property passes to the right people with minimal delay, red tape, and cost. This comprehensive course covers everything from wills and living trusts to tax-saving strategies, financial powers of attorney, and health care directives, providing the knowledge and the tools needed to assist in your own or your client’s estate planning needs. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

CFPs PLEASE NOTE:
CFP Program Approval Number: 334240 for 16 CE Hrs This course is registered with the CFP Board and will be reported for CFP credit if completed by 12.31.2025. If you have any questions regarding this, please contact customer service at: 800-990-2731.

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Course Information

Table of Contents
  • What's in an Estate Plan and Why Do You Need One?
  • Taking Inventory: Understanding What You Own and How You Own It
  • Wills
  • Living Trusts
  • Avoid Probate by Designation, Deed, Joint Ownership, and Small Estates Procedures
  • Estate Planning and Your Minor Children: Choosing a Guardian
  • Leaving Money to Children
  • Yours, Mine, and Ours: Estate Planning for Blended Families
  • Death and Taxes: Income, Gift, and Estate Taxes
  • Naming the Right Beneficiaries: Retirement and Life Insurance
  • Estate Planning Across Borders
  • Advance Health Care Directives and Powers of Attorney for Finances
  • Managing Your Plan and Keeping It Current
  • Settling an Estate
Objectives
  • To recognize the characteristics of various estate planning tools
  • To identify the most common way for couples to own property
  • To recall the characteristics of a legally enforceable will
  • To recognize the types of assets that get transferred into a trust
  • To identify the states that allow transfer-on-death (TOD) deeds
  • To recognize common problems faced by people naming personal guardians for minor children
  • To recall the characteristics of custodial accounts and trusts for children
  • To recall the characteristics of the laws that govern how property is owned
  • To identify the maximum federal estate tax rate
  • To recall who qualifies as an ''eligible designated beneficiary'' according to the IRS
  • To recall how the IRS determines whether an individual is domiciled in the United States
  • To recognize the characteristics of health care directives
  • To identify the ways in which to revise a will or a trust
  • To recall the steps in the property distribution process

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.