Basic Estate Planning

SKU: EPP038N
This course is only available in CD, DVD, or USB Stick format.
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About This Course

Understand the basics principles of estate planning in New York nd New Jersey. Some of the topics discussed include:

  • conducting the initial client meeting and information gathering process
  • understanding the benefits of estate planning
  • key tax issues
  • estate planning documents (wills, health care directives, powers of attorney, beneficiary designation forms and different types of trusts)

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