| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code of Ethics (Required ETHICS)**($20) (Online) | 2 | $35.5 | Buy |
|
| Anti-Money Laundering (Online) | 5 | $32 | Buy |
| Anti-Money Laundering (Text Book) | 5 | $42 | Buy |
|
| Annuities (Text Book) | 5 | $51 | Buy |
|
| Annuities Today (Online) | 7 | $32 | Buy |
| Annuities Today (Text Book) | 7 | $51 | Buy |
|
| Asset Allocation (Online) | 4 | $32 | Buy |
| Asset Allocation (Text Book) | 4 | $61 | Buy |
|
| Business Retirement Plans (Online) | 4 | $22 | Buy |
| Business Retirement Plans (Text Book) | 4 | $32 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $20 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $27 | Buy |
|
| Estate Planning (Online) | 7 | $32 | Buy |
| Estate Planning (Text Book) | 7 | $51 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $22 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $51 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $22 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $32 | Buy |
|
| Got Retirement? What About IRAs..... (Online) | 3 | $27 | Buy |
| Got Retirement? What About IRAs..... (Text Book) | 3 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $32 | Buy |
| Health Insurance Plans (Text Book) | 4 | $61 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $21 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $32 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $32 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $61 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $22 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $32 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $32 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $51 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $32 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $42 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $32 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $61 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $22 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $51 | Buy |
|
| Personal Income Protection (Online) | 3 | $20 | Buy |
| Personal Income Protection (Text Book) | 3 | $27 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $32 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $51 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $51 | Buy |
|
| Senior Fraud Awareness (Online) | 3 | $32 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $20 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $32 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $51 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $61 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $32 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $61 | Buy |
Understanding Living Trusts Course Summary
A living trust is a key component of estate planning. This course discusses living trusts in the context of their place in estate planning. The course begins with an introduction and overview of estate planning, including its importance, benefits, and the problems that occur if estate planning is not accomplished. Then probate is explained, including what probate is, kinds of probate, the probate process. And common pros and cons of the probate process. Then, the course focuses on the federal estate tax system, gifting to reduce estate tax liability, state taxes at death and generation skipping transfer taxation. Life insurance and its critical place in estate plans is then discussed. Joint ownership, avoiding probate and the impact of the death of an owner of jointly held property on the estate of the deceased is explored next, followed by various account structures, such as retirement accounts and bank accounts, that avoid probate. The next topic provides an overview of what a will is, who needs a will, what makes a valid will, kinds of wills, and special considerations in providing for minors through a will. Foundational information concerning the creation of trusts, the parties in a trust, types of trusts, uses of trusts and trusts and probate is then provided. The course moves onto a discussion of living trusts, including what they are, what laws apply to their formation, the parties to the living trust and their functions, and the types of testamentary trusts utilized with them in estate planning. The course finishes by looking at the use of irrevocable life insurance trusts in estate planning and the importance of utilizing a will even when a living trust is established.
(76 pages - 15 questions)
(Close Detail) |
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