Estate Planning Series: Tax Strategies
Product Code: eplc07 Time: 3.0 hour(s) CEUs: Available

Summary:
This course provides strategies for keeping estate taxes down to a minimum, as applicable to United States regulations.

Objectives:

  • Determine which assets to donate and when to make the donation
  • Recognize the different types of charitable gifts
  • Identify the tax exclusions and deductions that will reduce estate taxes the most
  • Plan asset distribution within the family


Topics:

  • Charitable Donations
  • More Ways to Donate
  • Income Tax Savings
  • Taxes and Your Will
  • Benefits to Your Family
  • Distributing Your Assets

Technical Requirements:
Minimum 500MHz Processor; 128 MB RAM; Minimum display resolution 1024x768; Windows 2000, XP, Vista, 7 or Mac OS X v10.4+; Internet Explorer 7.0+ or Firefox 3.0+ or Chrome 3.0+ or Safari 4.0+. 56K minimum connection; Adobe Flash Player 9.0+ or Windows Media Player 9.0+ for IE users who do not have Adobe Flash Player; JavaScript, popup windows and cookies enabled; Sound card with speakers or headphones strongly recommended.

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