Estate Planning I - The Planning Process
Two (2) Hours C.E.
Upon completion of this course you will understand what properties are included in an estate and the necessity of implementing an estate plan. A step by step guide is presented in the planning process from gathering the facts to choosing the appropriate tools to implement the plan. This course emphasizes the importance of working with at team of professionals, all of whom have a vital role in the implementation of the estate plan. The course stresses the importance of not overstepping the agent's boundaries and the importance of establishing relationships with other professionals to complete the plan process.