Estate Planning Series
Total Time: 24 hours
Estate Planning: Starting an Estate Plan Time: 2 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
  • Taking Inventory
  • Joint Property

Estate Planning: Sorting Out Your Assets Time: 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
  • Other Ways to Save
  • Your Business and Your Estate
  • Other Business Considerations

Estate Planning: Preparing Your Will Time: 3 hours EPLC03
Estate Planning: Preparing Your Will provides an introduction to wills and trusts.
  • Why Have a Will?
  • The Simple Will
  • Distributing Your Assets
  • Introduction to Trusts
  • Trusts and Wills
  • Living Trusts

Estate Planning: All About Probate Time: 2 hours EPLC04
Estate Planning: All About Probate provides an overview of probate and probate court.
  • Landing in Probate
  • The Executor
  • Keeping Probate Costs Down
  • Special Probate Situations

Estate Planning: Considering Your Family Time: 3 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
  • Divorce and Its Consequences
  • Challenging a Will
  • Things to Avoid

Estate Planning: Taxes to Expect Time: 2 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 Time: 3 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 Time: 3 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
  • Health-Related Issues
  • Final Considerations

Estate Planning: Revising an Estate Plan Time: 2 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