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Estate planning is the process of arranging for the management and distribution of a person’s assets after death. The primary goals of estate planning are to ensure that your wishes are carried ...
From power of attorney to wills and trusts — here's how to prepare for end-of-life care and estate taxes.
As Benjamin Franklin once wrote, "In this world, nothing is certain except death and taxes." And nowhere is this more relevant than estate planning. Read Next: 6 Money Moves You Must Make If You ...
Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity , and may include minimizing gift, estate, and generation-skipping transfer taxes .
Employee benefits planning; Income tax planning; Estate tax, gift tax, and transfer tax planning; Asset protection planning; Retirement planning; Estate planning; Applications of comprehensive financial planning and consulting; Exams are closed-book and proctored for each course much like any business course offered by an accredited institution ...
The designation TEP after a member's name is the only widely recognised mark for professionals in the trust and estate administration industry. [ 3 ] [ 4 ] All STEP members are subject to a Code of Professional Conduct requiring them at all times to act with integrity and in a manner that inspires the confidence, respect and trust of their ...
In 2013, CEB created the Estate Planning Intensive Course (EPIC) and in 2015 CEB created the Family Law Intensive Course (FLIC). Both courses prepare attorneys for the Certified Specialist exams in their respective fields. The courses are online over 12 weeks from July to Oct every odd year before the late October exam is administered.
Baby Boomers are expected to hand over more than $70 trillion in assets to their heirs. Many are concerned about making sure that their leftover assets go to the right people and purposes. And ...
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