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This course provides an introduction to the terms and resources needed to begin preparing an estate plan, as applicable to United States regulations.
Objectives:
After completing this course, students will be able to:
- Define the most commonly-used estate planning terms
- Determine the goals of his or her estate plan
- Choose members of an estate planning team
- Take inventory of the estate's assets
- Compare the different types of property ownership
Outline:
- What Is an Estate?
- Looking Ahead
- Getting Started
- Taking Inventory
- Joint Property
Features:
- Exercises that allow users to practice the application
- A file containing the text of the exercises
- A file containing the text of the legal documents presented in the course
- Activities that allow users to apply course concepts in an interactive questioning environment
- A glossary
- A Skill Assessment
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This course is for anyone who is interested in learning more about estate planning.
Prerequisites:
Technical Requirements:
200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 98 or higher. Minimum Connection Speed: 28.8k. Internet Explorer 5.0 or higher (5.5 or higher for MindLeaders Central) required. Macromedia Flash player 6.0 is recommended for full functionality, but not required to play the courses. Sound card, with speakers or headphones is recommended, but not required to play the courses. JavaScript must be enabled. Netscape and AOL browsers not supported.
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Copyright © 2004 MindLeaders. All rights reserved.
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