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Courses/Business/Real Estate

What is Estate Planning

Tools & Techniques - Analyzing and Comparing Tools & Techniques on Specific Criteria.

Created byDrew Stevens
4.8
(5 reviews)
BeginnerUpdated Jul 6, 2022
What is Estate Planning

What You'll Learn

check_circleTo discuss some of the estate planning techniques used by experts.
check_circleTo compare and contrast methods for avoiding common mistakes.
check_circleTo develop checklists, and samples of relevant documents to help you perform estate planning professionally.
check_circleIdentify the maximum federal income tax and maximum estate tax rates.
check_circleKnow about the documents required for planning a retirement plan
check_circleLearn about the legal documents that are required for estate planning
check_circleUnderstand how life insurance provides an instant source of income tax-free cash to your family
check_circleExplore the reasons why people hate estate planning

About This Course

Plenty of people focus most of their energy on making more money now, and for good reason. Estate planning tends to take a backseat to seemingly more pressing matters of the here and now.

But you can’t live forever, so you need to make some vital financial and personal decisions now. There’s no better time than right now to begin developing your estate plan.

Estate planning provides families a great opportunity to be prepared for unexpected incapacity and death.

Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for retirement planning our futures. Estate planning has many intricacies that many including clients do not want to deal with. This webinar addresses questions and provides answers to those curious about how to setup an estate plan.

Field of Study: Specialized Knowledge

Your Instructor

Drew Stevens
Drew Stevens
menu_book8 courses
star236 reviews

Drew Stevens works with individuals and organizations that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with so that they can have profound longevity in order to create a legacy. Mr. Stevens has worked on Wall Street since 1985 helping working with portfolio managers, traders brokers, and other investment professionals. He has produced over $11 billion in revenue for organizations while always delivering to others. He contributed 14 books and over 4500 articles and Internet articles to stimulate others to increase their knowledge and awareness of the financial markets. He is a registered insurance professional and working actively towards his investment advisory certification. Mr. Stevens is a well-known international keynote speaker and seminar producer.

Credit Information

What Students Are Saying

4.8
Student's Choice
5 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.