Visual Estate Planning

$159.00 each

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01347-19-S  16 Credits   Taxes   Danny Santucci
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
Interactive Self Study  None   None   Basic 

 

 

 

Course Description:

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elements of any successful estate plan from the simplest to the most complex.

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