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Course Overview

Individuals without a plan in place for incapacity, death, or nursing home care will often see their wishes unfulfilled and their assets at the mercy of creditors. There is a way to prevent this. This course will show you when and how to use different estate planning tools to accomplish the goals of an individual. We will cover the definition of estate planning, goals and objectives, significance of title, form of ownership and beneficiary designations, types of wills, statutory alternatives to wills, durable powers of attorney, health care powers of attorney, living wills, and basic transfer tax concepts.

Key Topics:

  • Incapacity Planning & Powers of Attorney
  • North Carolina Intestacy Basics
  • Wills vs. Trusts
  • Types of Trusts
  • Estate Taxation

Takeaways:

  • Understanding the importance of title/ownership
  • Differences between the use of a Last Will and a Revocable Trust for estate planning
  • The importance of proper beneficiary designations on IRAs/Annuities and life insurance
  • How an estate is distributed under the intestacy rules (the "do nothing" estate plan)
  • How taxation issues arise in the areas of gifting and inheritance
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Course Materials

All course materials will be provided electronically.

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