Estate Planning is a comprehensive, multimedia tool that provides for the learning needs of both current and new professionals in the financial services arena. Using an interactive approach, Estate Planning presents you with an extensive body of knowledge.
Learn About Estate Planning:
- How property is owned and transferred
- Fundamentals of the estate tax
- Fundamentals of the gift tax
- Fundamentals of the generation-skipping transfer tax
- Planning with the marital deduction and the unified credit
- Planning with marital trusts and credit shelter bypass trusts
- Planning with charitable trusts and wealth replacement trusts
Flexible
Estate Planning is divided into six modules, giving you the opportunity to study at your own pace. Each module includes Objectives, Key Terms, The Lesson, Read More, and a Self-Check Quiz. You can view and review any of these components to fit your individual learning needs.
Interactive
Using visual presentations, the spoken word, and point-and-click navigation, Estate Planning keeps you engaged and interested. Beyond the session information, you can go to Read More screens for an in-depth elaboration.
Dependable
Written by the respected editors of Tax Facts, Estate Planning provides information you can depend on for accuracy and objectivity.
Click here to order online exams, or call 1-800-543-0874 to order a print exam.
|