Online Class: Estate Planning
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Course DescriptionEstate 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.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.
Universal Class, Inc. has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET). In obtaining this approval, Universal Class, Inc. has demonstrated that it complies with the ANSI/IACET Standard which is widely recognized as the Standard of good practice internationally. As a result of their Accredited Provider status, Universal Class, Inc. is authorized to offer IACET CEUs for its courses that qualify under the ANSI/IACET Standard.
- Completely Online
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- IACET CEUs
- 6 Months to Complete
- 24/7 Availability
- Start Anytime
- PC & Mac Compatible
- Android & iOS Friendly
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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
Additional Course Information
- Document Your Lifelong Learning Achievements
- Earn an Official Certificate Documenting Course Hours and CEUs
- Verify Your Certificate with a Unique Serial Number Online
Course Title: Estate PlanningCourse Number: 8900059Languages: English - United States, Canada and other English speaking countriesCourse Type: How ToCEU Value: 0.7 IACET CEUs (Continuing Education Units)CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earnedAssessment Method: Lesson assignments and review examsInstructor: John ChouinardSyllabus: View SyllabusDuration: Continuous: Enroll anytime!Requirements: View Technical RequirementsCourse Fee: $50.00 (no CEU Certification) || with CEU Certification: $75.00
- View and Share Your Certificate Online or Download/Print as PDF
- Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Learning OutcomesBy successfully completing this course, students will be able to:
- Describe why estate planning is important for everyone.
- Describe the major elements of estate planning.
- Take inventory of your assets.
- Describe why a will is important.
- Summarize estate planning and tax facts.
- Describe what trusts are.
- Describe charitable trusts, and
- Demonstrate mastery of lesson content at levels of 70% or higher.
An Introduction Assignment 5 Lesson 1 Assignment: Planning Importance Assignment 20 Lesson 1 Exam Exam 9 Lesson 2 Assignment: Making Decisions Assignment 20 Lesson 2 Exam Exam 10 Lesson 3 Assignment: Handwritten Wills Assignment 20 Lesson 3 Exam Exam 10 Lesson 4 Assignment: Asset Inventory Assignment 25 Lesson 4 Exam Exam 10 Lesson 5 Assignment: Identifying Excuses Assignment 25 Lesson 5 Exam Exam 10 Lesson 6 Assignment: Avoiding Taxes Assignment 20 Lesson 6 Exam Exam 7 Lesson 7 Assignment: Trust Options Assignment 20 Lesson 7 Exam Exam 10 Lesson 8 Assignment: Estate Discussions Assignment 20 Lesson 8 Exam Exam 10 Lesson 9 Assignment: Charitable Trusts Assignment 20 Lesson 9 Exam Exam 9 Lesson 10 Assignment: Matching Vocab. Assignment 25 Lesson 10 Exam Exam 10 Lesson 11 Assignment: Goal Setting Assignment 25 The Final Exam Exam 48 Total Points: 388
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- "I enjoyed the parts about making wills the most interesting and making sure you have your assets backed up and was surprised how much you can do with a program on the computer to help with wills, trusts and more." -- Nancy L.
- "The instructor is top notch." -- Jackie C.
- "What was most helpful was the lesson on trusts, and the assignments were compelling to the student to make progress in their own estate planning." -- Kelly C.
- "All of it was helpful." -- Janet C.
- "Excellent, well organized. The overall course in general, very informative and gives you things to explore that an average person wouldn't think to." -- Marjorie C.
- "I found this class very useful with a very compassiate instructor, but for me this class was very emotional." -- Ellen L.
- "The course was very helpful and the instructor responded to my needs just on time." -- Ana P.
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