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Library 3 : End User Home and
Small Business
Estate Planning Series
Total Time: 20 hours
| Estate Planning: Starting an Estate Plan
|
4 hours |
EPLC01 |
Estate Planning: Starting an Estate Plan provides an
introduction to the terms and resources needed to begin
preparing an estate plan.
- What Is an Estate?
- Looking Ahead
- Getting Started
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- Taking Inventory
- Joint Property
|
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| Estate Planning: Sorting Out Your Assets
|
4 hours |
EPLC02 |
Estate Planning: Sorting Out Your Assets provides an
overview of some of the most common types of estate assets.
- Life Insurance
- Determining Coverage
- Pension Plans
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- Other Ways to Save
- Your Business and Your Estate
- Other Business Considerations
|
|
| Estate Planning: Preparing Your Will |
4 hours |
EPLC03 |
Estate Planning: Preparing Your Will provides an introduction
to wills and trusts.
- Why Have a Will?
- The Simple Will
- Distributing Your Assets
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- Introduction to Trusts
- Trusts and Wills
- Living Trusts
|
|
| Estate Planning: All About Probate |
4 hours |
EPLC04 |
Estate Planning: All About Probate provides an overview
of probate and probate court.
- Landing in Probate
- The Executor
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- Keeping Probate Costs Down
- Special Probate Situations
|
|
| Estate Planning: Considering Your Family
|
4 hours |
EPLC05 |
Estate Planning: Considering Your Family provides information
on the inheritance rights of spouses and children, and
ways to prevent challenges to a will.
- Choosing a Guardian
- Managing Your Child's Assets
- Your Spouse's Rights
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- Divorce and Its Consequences
- Challenging a Will
- Things to Avoid
|
|
| Estate Planning: Taxes to Expect |
4 hours |
EPLC06 |
Estate Planning: Taxes to Expect provides information
on federal, state, and gift taxes, and how they affect
an estate.
- Federal Estate Taxes
- Calculating Tax Deductions
- Gift Taxes
|
- Gifts and Their Consequences
- State Taxes
- Other Taxes to Consider
|
|
| Estate Planning: Tax Strategies |
4 hours |
EPLC07 |
Estate Planning: Tax Strategies provides strategies
for keeping estate taxes down to a minimum.
- Charitable Donations
- More Ways to Donate
- Income Tax Savings
|
- Taxes and Your Will
- Benefits to Your Family
- Distributing Your Assets
|
|
| Estate Planning: Retirement Issues |
4 hours |
EPLC08 |
Estate Planning: Retirement Issues provides strategies
for preparing for retirement and other elder issues within
the estate plan.
- Social Security
- Other Retirement Benefits
- Preserving Your Assets
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- Health-Related Issues
- Final Considerations
|
|
| Estate Planning: Revising an Estate Plan
|
4 hours |
EPLC09 |
Estate Planning: Revising an Estate Plan provides strategies
for revising an estate plan throughout life.
- Elder Issues
- Other Estate Plan Considerations
|
- Strategies for the Single Person
- Planning throughout Your Life
|
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