Online Class: Estate Planning 101
|  | | | | | Course Cost: 6 Month Subscription Basic Course (no certificate) = $30.00 Course with Online Certificate* = $55.00 |
* Document your course completion with an online certificate (additional shipping/handling charges apply for hard copy delivery). Instantly download, print, and share your certificate and CEUs once awarded. UniversalClass™ offers many wonderful learning tools to help you get the most out of your online course,
including an online portfolio service that manages all your course completions, and a Certificate Verification Service you can use so others may view and verify the authenticity of your awards.
 Course Description Estate planning was once a buzz phrase reserved only for the wealthy. However, today many people are beginning to realize that estate planning is important for everyone. Anyone who has assets, no matter how small or wants their medical wishes carried out should have an estate plan. If you have no easily identifiable heirs, the lack of a proper estate plan and/or will could result in all your property ending up in the hands of the government rather than in the hands of those you designate. Your life insurance policy may clearly assign the beneficiaries of that money, but it does not account for the other assets you may have, including cash, your home, real estate, car, bank accounts, valuable collections and other belongings. Without a proper estate plan you could be kept on life support indefinitely, or be forced to endure painful life saving procedures that would only serve to prolong a debilitating terminal illness. Some find the idea of estate planning morbid or negative and prefer to ignore it rather than think about it, but this is simply avoidance of the facts of life. Others take a "lets just get it over with" approach to estate planning; this is also not recommended because errors could be made when creating a "rushed" plan. It is wise to put a well thought out estate plan in place that you feel confident about, put it aside, and get about the business of living and enjoying your life. It will give you peace of mind to know that when the time comes your assets will be distributed as you desire and your medical wishes will be carried out in accordance with your beliefs. Creating a simple estate plan is much easier than you think and can be done in a relatively short period of time, if you know how. This course will teach you how. You will be given information on particulars of estate planning such as how-to properly plan for the future distribution of your assets, how-to establish a power of attorney, create a Will in Testament and prepare a Living Will. This course will also cover trust funds, how best to incorporate charitable giving into your plan and how-to take proper inventory of the assets you have now. Lastly, there is a lesson for singles and their special requirements. Making full use of this course, in its entirety, is the first step in setting your future affairs in place so that you may fully focus on enjoying your life to the fullest.
Course Lessons |  | Lesson 1: Estate Planning BasicsThis lesson will give you a basic understanding of what estate planning is. It outlines the essential tools of estate planning, each of which will be covered in greater detail in later lessons. | Lesson 2: Why Estate Planning is Important for EveryoneSkimping on planning now could cause great distress and difficulty for your family and friends later on. In this lesson we will talk about why estate planning is important for everyone.
| Lesson 3: The Major Elements of Estate PlanningBy being aware of the major elements of estate planning and the sub-categories of estate planning, you can start building your plan with clear direction. | Lesson 4: Taking Inventory of Your AssetsA large part of planning for the distribution of your assets is taking inventory of what you have. This is such an important process that there are several computer software programs devoted to this task alone. | Lesson 5: Does Everyone Need a Will? Yes!--Here's WhyThis lesson will address some of the excuses people use to avoid making a will and the reasons why those excuses are not valid; it will also discuss what happens if you have a will and what could happen if you do not. | Lesson 6: Estate Planning and Tax FactsWhether you decide to use a lawyer or CPA or not, you can educate yourself on current tax laws and use this lesson to get a good basic understanding of how to save yourself unnecessary estate taxes.
| Lesson 7: What You Need to Know About TrustsThere are many types of trusts that can be used in estate planning for a variety of reasons and benefits. In this lesson we will discuss what trusts are and how they are different. | Lesson 8: Speaking to Loved Ones and Friends about Your Estate PlanTalking to loved ones about your estate plan before you die will clarify things and help avoid any misunderstandings among those you love. | Lesson 9: Charitable TrustsCharitable trusts are not only a wonderful way to support organizations doing excellent work for a cause you believe in, but also a preferred way to avoid paying over inflated, estate taxes to the government. | Lesson 10: Estate Planning for SinglesThis last lesson is devoted to estate planning for the particular needs of those who are currently unmarried, not in a serious long-term relationship and/or intend to remain unmarried. | Lesson 11: Course ConclusionWe have included a sample estate planning questionnaire from the American Bar Association's guide to Wills and estates. This form offers insight into what basic information an attorney would ask you when starting or creating an estate plan for you and you |
Optional Certificates Awarded - Certificate of Merit
- Certificate of Academic Excellence
In addition to the standard Certificate of Course Completion, Merit Awards may be issued by the instructor at his/her own discretion and are based on student achievement. Merit awards also incur an additional $30.00 processing fee that covers the customization, printing, and delivery of the award, as well as access to the UniversalClass™ Portfolio Service that documents your achievements online. Official Merit Awards have a serial number that verifies the authenticity of the award (great for employers to verify your achievement).
| | Additional Information | Course Title | : | Estate Planning | | CEU Value | : | | | Course Number | : | 7550178 | | Course Type | : | How To | | Course URL | : | | | Course Rating | : |  | | Instructor | : | | | Syllabus | : | | | Duration | : | Continuous: Enroll anytime! | | Course Fee | : | Basic Course: $30 | | | | |
NOT FOR COLLEGE CREDIT This is a non-credit course, and is provided for your personal enrichment.
This course is not intended to be a substitute for any state, government, licensing, or educational requirements.
Choose from 5 Payment Methods |  | Credit Card Online | | Credit Card through FAX | | Check/Money Order through Mail | | Credit Card over the Phone | | PayPal | | | | To use any of these methods you must press the "Join this Course" button on this screen and go through the online registration process in order to generate the correct order form and correctly process your enrollment. |
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