1b010c1f_l___Kaplan_Financial_Education__3
[Select a Product] Essential Package for Course 106 Estate Planning [Price] $494.10 $549.00 [2] Add to Cart Call Customer Support to Purchase Call Customer Support to Purchase [3] 
Course 106 presents the challenges of effective estate planning raised by tax code changes. Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. Course 106 begins with a consideration of the estate planning process and the documents of transfer. It then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning. Study Materials: Estate Planning eBook Education QBank and Performance Tracker Study Planner Instructor Email Access Core Lecture Videos
Essential Package CFP Certification Program - Kaplan Financial - Kaplan Financial Education
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