Loading...

Course Description

It is never too late to plan for your financial security. Prepare for the unexpected and learn how to protect your family through estate planning. Topics include estate settlement cost, life insurance in estate planning, irrevocable life insurance trust, valuation principles used in the estate planning process, estate reduction techniques/gifts to family members, trusts, the basics of charitable giving, and issues stemming from the marital relationship. 

Learner Outcomes

Upon satisfactory completion of the course, students will have attained a strong grasp of the intricacies involved in estate planning and how to successfully navigate them. 

Notes

Certificates of Completion: Students will be able to generate and print a certificate of completion for the course, through their personal portal, upon satisfactory completion of the class.

High School/Minor Students: If you are currently enrolled in high school AND/OR are 17 years of age or younger wishing to register, you will need to do so by contacting the Student Care Team at (336) 734-7718 as certain restrictions may apply.

Loading...

PLEASE CHECK BACK LATER: New sections of this course should be available for registration soon.

For questions, please contact our Student Care Team at 336-734-7718.

Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.
Required fields are indicated by .