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3 Month Course

Module 1 - Who needs Estate Planning

Estate planning is directing: 

the Right Property, to the Right People, at the Right Time

  • Protecting the Legacy

  • Implementing Tax Reduction Strategies

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MODULE 3 - Estate Planning Intro 

The 4 Step

  • Protecting Yourself

  • Protecting Your Legacy

  • Tax Reduction Strategies

  • Implementation 

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MODULE 5 - Protecting Your Legacy

  • Preforming a Bennificiary Review

  • Creating a Will

  • Establishing a Trust

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MODULE 7 - Implementation 

  • Attorney 

  • CPA

  • Financial Advisors

  • Life Insurance Agents

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MODULE 2 - Estate Taxes and Expenses 

Cost of Transffering Wealth 

  • 3 taxes  Estate, Gift, Generational Skip Separate State tax 

  • Income tax on estate essential Administrative & Probate expenses

Estate tax

  • Larger the estate the greater the taxes

  • Tax Exemptions & Tax Rates 

  • When Taxes are due

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MODULE 4 - Protecting Yourself 

  • Dual Power Of Attorney

  • Healthcare Power of Attorney

  • Living Will and Advance Directives

  • Buy And Sell Agreements

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MODULE 6 - Tax Reduction Strategies 

  • Annual Gifts

  • Life Time Exclusion 

  • Unified Credit 

  • Medical and Educational Gifts

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