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Estate Planning Course

Estate Planning Course
flexible workload of 4 to 360h
certificate recognized by the MEC

What will I learn?

I-master ang mga importante sa estate planning gamit ang aming comprehensive course na ginawa para sa mga finance professionals. Pag-aralan nang malalim ang mga key topics tulad ng pagtatayo ng education funds, paggawa ng trusts, at pag-unawa sa guardianship. Matuto kung paano gumawa ng wills, tuklasin ang iba't ibang trusts, at i-navigate ang power of attorney. Pagbutihin ang iyong skills sa pagpresenta ng estate plans, unawain ang estate tax laws, at i-apply ang asset valuation techniques. Iwasan ang mga karaniwang legal pitfalls at tuklasin ang mga strategies para ma-minimize nang epektibo ang estate taxes. Itaas ang iyong expertise at siguraduhin ang financial futures ng iyong mga clients ngayon.

Elevify advantages

Develop skills

  • I-master ang estate planning tools: wills, trusts, at directives.
  • I-navigate ang estate tax laws: state at federal insights.
  • Pagbutihin ang asset valuation: business, real estate, retirement.
  • Gumawa ng malinaw na legal documents: iwasan ang mga karaniwang pitfalls.
  • I-optimize ang tax strategies: gifting at charitable contributions.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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