Unit 1: Introduction to Estate Planning
Unit 2: Key Estate Planning Documents
Unit 3: Asset Transfer and Fiduciary Roles
Estate Planning Fundamentals for New Financial Advisors
Master the essential components of estate planning, understand fiduciary roles, navigate asset transfer, and grasp fundamental tax implications to confidently guide clients and collaborate with legal professionals.
Unit 1: Understanding Estate and Gift Taxes
Unit 2: Client Discovery and Collaboration