ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers

Estate Planning

It’s a well-known fact that there are two aspects of life that all people must ultimately deal with – death and taxes. It is unfortunate that most people have heard this saying repeatedly, yet still don’t take appropriate steps to ensure that their loved ones’ interests are properly protected upon their passing.

Estate Planning is the process of planning for the orderly administration of one’s affairs upon incapacity or death, such as:

  • Powers of Attorney – permitting others to make decisions on your behalf when you are unable to do so
  • Guardianship issues – who will care for your minor children
  • The appropriate disposition of assets – how will your property be divided
  • Mitigation of undue taxes – how can assets pass to your heirs with little or no estate tax imposed
It is a common misconception that estate planning is important for only those who are older or affluent. This is not accurate; everyone needs some degree of estate planning. If you do not have a formal written will or trust, decisions will be made on your behalf by default – by your state government.

Estate planning can be very complex in nature; Advisors should have a good understanding of estate planning to be able to properly advise their clients who have done little planning.

Let VendorPedia help you with additional resources to help you learn more about estate planning!

Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing
Earn your License quickly and easily!
Designations/Certifications
Improve your knowledge and industry standing!
Professional Development
Products & Services to help manage and grow your career!







Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales

Share on Facebook


Share on Twitter


Share on Google+

Securities Licensing
Securities Licensing

Insurance License
Insurance License

Adjuster Licensing
Adjuster Licensing

How Workers' Compensation Works (Comprehensive 11-Module Course)
How Workers' Compensation Works (Comprehensive 11-Module Course)

Texas All-Lines Adjuster Pre-Licensing ONLINE Course
Texas All-Lines Adjuster Pre-Licensing ONLINE Course

Xactimate Training-Live Online Training
Xactimate Training-Live Online Training

Associate in General Insurance (AINS)
Associate in General Insurance (AINS)

ARM
ARM

Associate in Premium Auditing (APA)
Associate in Premium Auditing (APA)

Certified Senior Advisor (CSA) Training Courses
Certified Senior Advisor (CSA) Training Courses

Financial Risk Manager (FRM) Certification
Financial Risk Manager (FRM) Certification

Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)

Successful Strategies For Running An 'HR Department Of One'
Successful Strategies For Running An 'HR Department Of One'

Return-To-Work Strategies
Return-To-Work Strategies

Cafeteria Plan Training & Certification Program
Cafeteria Plan Training & Certification Program

Critical TeleSelling™ Skills Sales Training Seminar
Critical TeleSelling™ Skills Sales Training Seminar

Google+ABTrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9375 | support@ABTrainingCenter.com
Copyright ABTrainingCenter.com 2017 | Web Site Development by OTAU
Facebook