Estate Planning
Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is federal and state tax law.
An estate is the total property, real and personal, owned by an individual prior to distribution through a trust or will. Real property is real estate and personal property includes everything else, for example cars, household items, and bank accounts. Estate planning distributes the real and personal property to an individual’s heirs
Wex
Legal Information Institute
Cornell Law School
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Personal & Family Financial Planning
Offered by University of Florida
This course will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.
Estate Planning Basics
Offered by BYU Marriott School of Management
This course will give you an understanding of the importance and principles of proper estate planning. You will learn the goals and process of estate planning while learning how trusts can be used to your advantage and the importance of wills and probate planning.
Introduction to Personal & Corporate Taxes
Offered by Allison.com
Learn more about the personal and corporate taxation system with a particular emphasis on the U.S. taxation system.
Finance for Non Finance Professionals
Offered by Rice University
This short course surveys all the major topics covered in a full semester MBA level finance course, but with a more intuitive approach on a very high conceptual level. The goal here is give you a roadmap and framework for how financial professional make decisions.
Essential Estate Planning Documents: Importance & Strategies
Offered by Study.com
In this lesson, you'll learn about the essential documents to include in a thorough estate planning strategy.
Cultural Competence –Providing Culturally Appropriate Services
Offered by Legal Aid of Nebraska
This ebook is a quick read on providing culturally competent services to elders. Created by this amazing nonprofit law firm, this is intended to be a toolkit for the legal professional.
