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Course Overview

This course introduces estate planning concepts and strategies used to transfer wealth and achieve client legacy goals. Learners coordinate estate planning tools while recognizing legal boundaries and the importance of professional collaboration.

 


 

Course Outline

  • Recommend estate planning strategies aligned with client goals, family structures, and values.
  • Coordinate titling, beneficiary designations, and estate documents to support plan outcomes.
  • Evaluate estate tax, liquidity, and transfer considerations at a planning level.
  • Recognize legal boundaries and document appropriate professional referrals.
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